Premier Wealth Relationship Manager (Dubai and Abu Dhabi)

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HSBC’s Premier Wealth Relationship Manager in Dubai and Abu Dhabi is a client facing role handling the highest value Premier clients, with accountability for acquiring, developing and retaining relationships, delivering portfolio growth and KPIs such as New to Bank and Net New Money. You will conduct regular wealth reviews, propose suitable solutions, drive disciplined sales activity, keep CRM data accurate and uphold KYC AML and other risk controls. Key requirements include proven financial services or retail sales experience, success selling insurance and investments to high net worth clients, SCA accreditation within 6 months, and a UAE degree (with attestations if earned outside the UAE). Apply at www.hsbc.com/careers with a focused résumé and evidence of cross functional collaboration, regulatory readiness and visa eligibility.

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HSBC International Wealth and Premier Banking aim to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

Premier Wealth Relationship Manager is a client-facing role managing the highest value clients. The role involves acquiring, developing, and retaining relationships with Premier clients. We are currently seeking an experienced professional to join our team.

In this role you will:

• Own and grow a portfolio of Premier client, delivering portfolio growth, profitability and agreed KPIs (e.g., New to Bank/Net New Money/Wealth Revenue/Wealth Penetration).
• Acquire, develop and retain high-value relationships, acting as the client’s trusted financial adviser and ensuring a consistently excellent service experience.
• Conduct regular financial/wealth reviews, identify opportunities and recommend suitable wealth solutions across HSBC products and services.
• Drive disciplined sales activity management: set client contact strategies, use MI/tools to improve performance, and keep CRM records accurate and up to date.
• Maintain strong risk and control standards and meet sales quality requirements.
• Deliver full compliance obligations (KYC, AML & sanctions, alerts, mandatory training) and build HSBC’s profile through client/community engagement and events.

To be successful in the role you must meet following requirements: 

• Proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Experience managing relationships with high-net-worth clients, including portfolio management and networking.
• Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations)
• Strong technical wealth management skills, sound knowledge of financial services products and CRM systems, plus ability to work effectively with Compliance, Credit, Risk and Internal Controls (including local regulatory/licensing requirements).
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).

You’ll achieve more at HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible work and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.