Wealth Coach (Dubai, Dubai, AE, -)

HSBC
Dubai
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Coaching","Mentorship","Leadership","Communication","Client engagement"]

Coach and mentor Relationship Managers to strengthen portfolio discipline, client engagement quality, and professionalism within HSBC International Wealth and Premier Banking. Build RM capability in financial planning and wealth products to improve advisory conversations, need-based selling, and suitability-led recommendations. Partner with RM leaders on routines and performance expectations, deliver structured training and coaching, and track KPI impact to drive conversion, product mix, penetration, and portfolio health while ensuring compliance and conduct standards.

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FursaFursa
HSBC
HSBC
1 day ago

Wealth Coach (Dubai, Dubai, AE, -)

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Last checked: 12 hours agoStatus: Live

Job Summary

Coach and mentor Relationship Managers to strengthen portfolio discipline, client engagement quality, and professionalism within HSBC International Wealth and Premier Banking. Build RM capability in financial planning and wealth products to improve advisory conversations, need-based selling, and suitability-led recommendations. Partner with RM leaders on routines and performance expectations, deliver structured training and coaching, and track KPI impact to drive conversion, product mix, penetration, and portfolio health while ensuring compliance and conduct standards.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Coach and mentor Relationship Managers to strengthen portfolio management discipline, client engagement quality, and professionalism in line with the IWPB model.
  • •Build RM capability in financial planning and wealth products to improve advisory conversations, need-based selling, and suitability-led recommendations.
  • •Partner with RM leaders as a strategic advisor to shape team routines, standards, and performance expectations, driving consistent client management practices.
  • •Deliver structured training, observation, and feedback (call/meeting coaching, pipeline reviews, role plays) to improve sales effectiveness, wallet share, and wealth penetration.
  • •Track and evidence impact through agreed KPIs and implement targeted improvement plans while adhering to HSBC Business Principles, operational risk controls, and compliance requirements.

Key Requirements

  • •In-depth experience in financial services and relationship management, with HNW portfolio experience preferred.
  • •Expert knowledge of financial planning and wealth products, with a proven track record of strong client recommendations and sales outcomes.
  • •Demonstrated experience coaching and developing high-performing wealth teams; people leadership/team handling experience preferred.
  • •Expert knowledge of the external regulatory framework for wealth management, holding required local licences/accreditations and partnering effectively with Compliance, Credit & Risk, and Internal Control.
  • •Ability to communicate well in English and Arabic is preferred.
Experience:Financial servicesWealth managementHNW
Education:Bachelor's
Skills:CoachingMentorshipLeadershipCommunicationClient engagement
Languages:EnglishArabic

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn