Premier Wealth Relationship Manager (Dubai & Abu Dhabi)

HSBC
Dubai, Abu Dhabi
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Client relationship management","Sales discipline","Risk management","Compliance"]

Manage a portfolio of Premier, high-value clients by acquiring, developing, and retaining relationships while driving portfolio growth, profitability, and agreed KPIs. Serve as clients’ trusted financial adviser through regular wealth reviews and recommendations across HSBC products. Run disciplined sales activity using MI/tools and maintain accurate CRM records, while meeting risk, control, KYC/AML, and compliance obligations and strengthening HSBC’s profile through client engagement and events.

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FursaFursa
HSBC
HSBC
22 hours ago

Premier Wealth Relationship Manager (Dubai & Abu Dhabi)

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Last checked: 9 hours agoStatus: Live

Job Summary

Manage a portfolio of Premier, high-value clients by acquiring, developing, and retaining relationships while driving portfolio growth, profitability, and agreed KPIs. Serve as clients’ trusted financial adviser through regular wealth reviews and recommendations across HSBC products. Run disciplined sales activity using MI/tools and maintain accurate CRM records, while meeting risk, control, KYC/AML, and compliance obligations and strengthening HSBC’s profile through client engagement and events.
Location: Dubai, Abu Dhabi
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and grow a portfolio of Premier clients to deliver portfolio growth, profitability, and agreed KPIs.
  • •Acquire, develop, and retain high-value relationships by acting as trusted financial adviser and ensuring excellent service.
  • •Conduct regular financial/wealth reviews to identify opportunities and recommend suitable wealth solutions across HSBC products and services.
  • •Drive disciplined sales activity management by setting client contact strategies, using MI/tools, and keeping CRM records accurate and up to date.
  • •Maintain risk and control standards and complete full compliance obligations (KYC, AML, sanctions, alerts, and mandatory training) while engaging clients/community through events.

Key Requirements

  • •Proven and progressive financial services and/or retail sales experience (or equivalent).
  • •Evidence of strong sales results in insurance and investment products.
  • •Experience managing relationships with high-net-worth clients, including portfolio management and networking.
  • •Strong technical wealth management skills with knowledge of financial services products and CRM systems; ability to work with Compliance, Credit, Risk, and Internal Controls.
  • •Be SCA accredited within 6 months of joining by completing required exams (ICWIM level 3 & UAE Financial Rules & Regulations).
Experience:Financial servicesRetail salesWealth managementInsuranceInvestments
Education:Bachelor's
Skills:Client relationship managementSales disciplineRisk managementCompliance
Certifications:SCA accredited (ICWIM level 3)UAE Financial Rules & Regulations
Tech Stack:CRMMI tools

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