Wealth Coach

• Coach, Support and guide relationship managers and Sales managers to be more productive in their role
• Act as a strategic partner and mentor, driving excellence in client service and delivering measurable impact on business outcomes
• Help in delivering a consistent and tailored wealth management service to our most valuable Premier clients
• Drive commercialization of new initiatives & product launches by building positioning & segmentation skills of RMs
• Ensure opportunities are identified and client needs are met effectively, maximizing all available resources
• Compliance with the relevant Group standards and the Regulatory organization as applied to the implementation of the WPB strategy in their country
• Portfolio income & Wealth penetration based on local requirements
• Ensuring that sales & operations are undertaken in accordance with HSBC guidelines
• Comply with local regulatory requirements

• Evidence of strong client recommendation and sales results in wealth products
• Evidence of coaching and leading high performing Wealth teams
• Equivalent relationship management experience in managing high net worth client portfolios preferred
• Expert knowledge in financial planning and wealth products
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments
• Expert knowledge of external regulatory framework relevant to wealth management
• If internal, in-depth understanding of HSBC Global House Views
• Strong clients focus and ability to develop long term partnerships with clients
• 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 and Arabic is preferred
• Graduation degree is required to secure a UAE Visa and Work Permit

Able to communicate well in Arabic

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