Premier Wealth Sales Manager, Abu Dhabi

Job description

Premier Wealth Sales Manager, RBWM


About HSBC
HSBC is one of the world's leading banks, with a network covering 71 countries and territories. Our global reach means we offer many ways for you to develop your career. We offer an inclusive, values-led culture, tailored learning and development programs and competitive benefits. We have roles in retail, commercial, investment and private banking and a range of operational and functional teams.

Role Overview
The role is a customer facing where leadership and meeting customer needs are critical to the success of the business. The role of Wealth Sales Manager is to lead, develop and manage a team of Premier Wealth Relationship Managers (PWRMs) and Premier Service Managers (PSM) to ensure achievement of the business objectives and deliver the branch performance measures in line with the defined business plan. The Wealth Sales Manager has a central role to play in effectively leading and implementing change as an integral part of delivering the business strategy.

Duties & Responsibilities
Impact on the business
• Lead your team to deliver the key performance indicators (KPIs) and plan
• Ensure sales activity management and the sales process are used to effectively meet customer needs
• Lead PWRMs and PSMs in line with the processes and activities in the RBWM Operating Model and other operational guidelines to achieve consistency of management of our people and delivery of service and sales to HSBC customers
• Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
• Identify and act on factors that would increase local competitiveness

Customers/ Stakeholders
• Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate PRMs use the support provided by specialists
• Monitor the quality of PWRM cold call and provide feedback and coaching
• Implement customer relationship and proposition strategies
• In conjunction with your team build a prominent profile in the community in which you are based in a way that builds HSBC's reputation and brand
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership & Teamwork
• Lead and manage the PRM team
• Drive a high performance culture through robust objective setting, performance reviews and action to address poor performance
• Ensure that a learning development plan is developed by each PWRM and that progress is monitored at least every six months.

Operational Effectiveness & Control
• Comply with local regulatory requirements.
• Proactively assisting management in identifying and containing Money Laundering compliance risk through reporting of suspicious customers to MLCO/ACO.
• Be alert to operational risk losses during the execution of the day to day responsibilities, Identify an operational risk loss and report this to manager ensuring that it is reported to their local risk coordinator
• Overall responsibility for Branch staff completion of mandatory training and adherence to AML and Sanctions policies.
• Active support and participation in AML and Sanctions project and Global Standards.

Desired profile

Qualifications :

Knowledge / Experience
Proven ability in team leadership and management
Proven ability in Retail distribution
Proven ability in relationship management in the Retail/Wealth sector
Demonstrate behaviours consistent with HSBC Values
Proven adherence to controls and compliance with no significant breached
University graduate with a minimum of 5 yrs. of sales & service experience in financial services industry some of which in the role of sales manager
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

Skills
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
Coaching sales techniques, best practice and sales management on a team and one to one basis
Planning and organising skills
Analytical skills
Problem solving skills
Strategic thinker, coupled with strong leadership and coaching skills and strong business acumen.
Strong selling and presentation skills regarding wealth / insurance & investment solutions
Excellent interpersonal skills, including influencing and relationship building.
Strong leader with sound judgement and excellent people management skills
High energy level to lead drive change within sales organisation

Qualifications

Have a role relevant qualifications, i.e DipCII (or equivalent QCF RDR Level 4). This is mandatory as per JFSC directive.
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by market

Business Area
Retail Banking and Wealth Management (RBWM) serves millions of customers worldwide. Our employees help customers to manage their day-to-day finances and save for the future. We offer career opportunities ranging from customer service and relationship management jobs in branches to roles in product development, sales, strategy, asset management and insurance. There are many career opportunities in Retail Banking and Wealth Management, from customer service and relationship management jobs in branches to roles in product development, sales, strategy, asset management and insurance. Generalist, specialist and managerial roles are available at all levels. For more information visit http://www.hsbc.com/careers/explore-our-business

Why HSBC?
We put diversity at the heart of our business and we take our responsibility to develop our talent seriously.
Joining HSBC will give you the chance to work in a collegiate, supportive and inclusive environment in which we seek to develop and promote people based on merit. We will provide you with tailored training and support to help you identify and follow your chosen career path, as well as access to a range of market-competitive benefits.

What to expect at HSBC
• The chance to realize your ambitions
• Globally connected careers
• A strong emphasis on values
• Learning and development opportunities
• An inclusive, meritocratic culture
• Market-competitive benefits

Global Careers Opportunities
Visit our Global Careers site where you can explore our business, meet our people and find useful application hints and tips http://www.hsbc.com/careers