Senior Premier Wealth Relationship Manager, HSBC

HSBC

Location:
Qatar, Doha

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The role is a client facing position managing high-value clients with a focus on financial planning and relationship management. Responsibilities include acquiring, developing, and retaining Premier clients, providing financial solutions, and meeting business performance targets in compliance with policies.

Job Responsibility:

Maximize profit and achievement of the growth of Premier client’s portfolio
Achieve agreed KPI objectives by development of existing and new relationships
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals
Effective use of tools and information to drive client service delivery and IWPB performance
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community in which you are based
Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
Establish and agree client contact strategies in line with Group operating models
Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
Build and maintain relationships with clients based on credibility, reliability and personal interest
Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank
To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc. FIM, MENA Wealth Sales Procedure Manuals and Qatar Credit Policy Manual appropriate lending guidelines
Comply with local regulatory requirements

Requirements:

Bachelor's degree or equivalent experience
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 communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
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
Able to communicate well in English
CISI level 3 is mandatory

What we offer:

Opportunities for continuous professional development
Flexible working policies
Inclusive and diverse environment

Additional Information:

Job Posted:
September 04, 2025

Expiration:
September 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Wealth Relationship Manager

HSBC

Location:Qatar, Doha

Category:Banking

Contract Type:Employment contract