Financial Planning Manager, HSBC

HSBC

Location:
United Arab Emirates

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Financial Planning Manager, Wealth. The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role is required to fulfill wealth needs of clients directly based on referrals, through wealth products and services directly to client.

Job Responsibility:

To provide financial planning service to both new and existing customers by identifying customer's needs, and where appropriate, proposing solutions and services to fulfill those needs through "regulated" products available through the Group and third parties
Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner
Support and work closely in partnership with PRMs in the achievement of the plan, both country AOP and their own Key Performance Indicator's
Review the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their needs either directly or through other internal business partners
Identify opportunities for wealth reviews and deliver wealth solutions as an advisor
Assist Area Senior Managers / Premier Wealth Sales Managers in lead generation and co-ordinate branch sales planning and development of branch sales force
Provide clients with an outstanding service proposition based on professional relationship management and outstanding service, adhering to global service standards

Requirements:

Graduation degree is a must to secure a UAE Visa and Work Permit
Hold qualifications as per SCA requirements (e.g. Introduction to Securities & Investments, UAE Financial Rules & Regulations, Risk in Financial Services & International Certificate in Wealth and Investment Management)
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Excellent interpersonal skills and communication skills both verbal and written
Highly business and target focused
Excellent technical skills in, Investment areas
Ability to build strong relationships
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

What we offer:

Flexible working
Continuous professional development
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Planning Manager

HSBC

Location:United Arab Emirates

Category:Banking

Contract Type:Employment contract