Premier and Wealth Sales Manager, HSBC

HSBC

Location:
Qatar, Doha

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, providing products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, and private banking. The role involves leading and developing a team of relationship managers, analyzing portfolios, crafting business strategies, and ensuring adherence to compliance and regulatory requirements while fostering a high-performance culture.

Job Responsibility:

Lead, develop and manage a team of Relationship managers managing our High Net Worth premier clients to ensure achievement of the business objectives
Create and maintain an environment the team maximizes performances in achieving overall WPB objectives
Perform continuous team's portfolio analysis to identify potential client leads and opportunities
Detailed, meticulous and precise in identifying opportunities and gaps and ability to craft out quick business strategies to achieve business goals
Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
Ability to constantly inspect what we expect on team's deliverables on regular basis
Demonstrate strong ability to lead the team to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metric
Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate use the support provided by specialists
Lead and manage the Wealth RMs team BAU activities (Portfolio Management, Reviews and Needs fulfilment as per Financials Resources Planning)
Drive a high-performance culture through robust objective setting, performance reviews and action to address poor performance
Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc. FIM, BIM and Credit Policy lending guidelines
Comply with local regulatory requirements.

Requirements:

University graduate with a minimum of 5 years of sales & service experience in financial services industry
Strong understanding of financial markets and investment products
Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet overall team's objectives
Highly driven and possess the ability to succeed within a challenging environment
Outgoing disposition, well-equipped with good communication and interpersonal skills
Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
Demonstrate behaviours consistent with HSBC Values
Proven adherence to controls and compliance with no significant breaches
Professional financial qualification strongly preferred (i.e. CEFA, ICWM or equivalent qualification)
CISI Level 3
J07 Qualification is an asset and must be complete within a year of Joining.

Nice to have:

Professional financial qualification strongly preferred (i.e. CEFA, ICWM or equivalent qualification)
CISI Level 3
J07 Qualification is an asset and must be complete within a year of Joining.

What we offer:

Workplace that fosters continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment
Culture where all employees are valued, respected, and opinions count.

Additional Information:

Job Posted:
July 31, 2025

Expiration:
August 14, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier and Wealth Sales Manager