Premier Wealth Sales Manager, WPB, UAE

at  HSBC

Job description

PREMIER WEALTH SALES MANAGER, WPB, UAE (0000KRRL)

Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

• Lead, develop and manage the sales teams of Premier Wealth Relationship Managers (PWRMs).
• Ensure achievement of the business objectives and deliver the branch performance measures in line with the defined business plan – I&I Revenue, Protection, New to Bank acquisitions, Net New Money, etc.
• Create and maintain an environment where the Premier Wealth Sales Manager and their teams maximize performance in achieving the WPB business objectives while providing the highest sales quality and service standards.
• Coach the PWRMs in generating referrals from the portfolio they manage.
• Conduct Field Visit Observations (FVO)/ Live Observations on the job and coach PWRMs on sales skills based on these FVOs on a weekly basis.
• Maintain the highest standards of risk management, control and compliance required by the Group, closely managing and driving the individual KPIs and collective performance of the team.

Requirements

To be successful in the role, you should meet the following requirements:

• Graduation degree is a must to secure a UAE Visa and Work Permit.
• Strong experience in sales & service in financial services industry some of which in the capacity of sales manager
• Proven ability in team leadership and management
• Proven ability in relationship management in the Retail/Wealth sector specific to Retail Distribution
• Proven track record as a sales leader managing teams selling financial planning solutions to high-net-worth clients.
• Experience developing sales strategies and successfully implementing them.
• Strong Financial services knowledge and experience in building relationships with the clients.
• Familiarity with financial markets and good knowledge of wealth management products including insurance & investments.
• Strong selling and presentation skills regarding wealth / insurance & investment solutions
• Excellent interpersonal skills, including influencing and relationship building.

For further details and application information please visit our careers site, searching under reference number 0000KRRL.
You’ll achieve more at HSBC.
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HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hong Kong and Shanghai Banking Corporation Limited.

In this role, you will:

• Lead, develop and manage the sales teams of Premier Wealth Relationship Managers (PWRMs).
• Ensure achievement of the business objectives and deliver the branch performance measures in line with the defined business plan – I&I Revenue, Protection, New to Bank acquisitions, Net New Money, etc.
• Create and maintain an environment where the Premier Wealth Sales Manager and their teams maximize performance in achieving the WPB business objectives while providing the highest sales quality and service standards.
• Coach the PWRMs in generating referrals from the portfolio they manage.
• Conduct Field Visit Observations (FVO)/ Live Observations on the job and coach PWRMs on sales skills based on these FVOs on a weekly basis.
• Maintain the highest standards of risk management, control and compliance required by the Group, closely managing and driving the individual KPIs and collective performance of the team

To be successful in the role, you should meet the following requirements:

• Graduation degree is a must to secure a UAE Visa and Work Permit.
• Strong experience in sales & service in financial services industry some of which in the capacity of sales manager
• Proven ability in team leadership and management
• Proven ability in relationship management in the Retail/Wealth sector specific to Retail Distribution
• Proven track record as a sales leader managing teams selling financial planning solutions to high-net-worth clients.
• Experience developing sales strategies and successfully implementing them.
• Strong Financial services knowledge and experience in building relationships with the clients.
• Familiarity with financial markets and good knowledge of wealth management products including insurance & investments.
• Strong selling and presentation skills regarding wealth / insurance & investment solutions
• Excellent interpersonal skills, including influencing and relationship building