HSBC UAE
Premier Wealth Sales Manager
- Permanent
- Dubai, United Arab Emirates
- Experience 5 - 10 yrs
Report job as expired
Job expiry date: 06/09/2025
Job overview
Date posted
23/07/2025
Location
Dubai, United Arab Emirates
Salary
AED 40,000 - 50,000 per month
Experience
5 - 10 yrs
Seniority
Manager
Qualification
Bachelors degree
Expiration date
06/09/2025
Job description
The Wealth Sales Manager may be responsible for Branch PRMs/FPMs teams in one or more branches according to market size and complexity. The role belongs to the face-to-face distribution operating model which defines globally consistent structures, standards and operating procedures for WPB. The role is an integral part of WPB and embraces all WPB customer segments and propositions. In many markets the branch has minimal on-site administration and makes full use of all available straight through processing, centres of excellence and direct channels.
Required skills
sales management
financial planning
wealth management
investment solutions
insurance products
relationship management
compliance
coaching
sales strategy
customer relationship management
KYC
AML
strategic thinking
analytical skills
financial services
portfolio management
risk management
ISR policy adherence
field visit observations
NPS score tracking
Key responsibilities
- 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 Team Sales Managers of PRMs and FPMs in line with the processes and activities in the WPB Operating Model and other operational guidelines
- Monitor and act on sales activity management information and other internal information tools
- Identify and act on factors that would increase local competitiveness
- Writing investment business from Remote RMs portfolio
- Promoting collaboration and referring JADE/EBS/Private banking leads
- Use the principles and guidelines in the operating model to ensure customer needs are identified
- Conduct Field Visit Observations (FVO)/ Live Observations and coach PRMs & FPMs weekly
- Achieving assigned country PRM NPS score
- Monitor the quality of PRM & FPMs calls and provide feedback and coaching
- Personally manage the application of EDRAS, client funnel management and sales quality standards
- Implement customer relationship and proposition strategies
- Build a prominent profile in the community to enhance HSBCâs reputation and brand
- Lead and manage the PRM team
- Drive a high-performance culture through objective setting and performance reviews
- Evaluate performance against KPIs and make discretionary incentive recommendations
- Coach the team to improve effectiveness and performance
- Ensure that a learning development plan is developed and monitored every six months
- Ensure completion of all mandatory HSBC training courses by PWRM and PSM
- Train, maintain, and develop the team in line with country training plans
- Recruit and onboard individuals in line with resourcing plans
- Maintain and enhance personal and team knowledge and skills
- Hold regular team and one-to-one meetings
- Role-model HSBC values and create an inclusive environment
- Demonstrate connectivity to other teams and prioritise Group interests
- Ensure operations are in accordance with HSBC Bank plc. FIM, BIM, and Credit Policy
- Comply with local regulatory requirements
- Report suspicious customers to MLRO via FC-UAR
- Accurately implement KYC and SCC due diligence
- Respond to RFI OWS and payments screening alerts; raise compliance referrals
- Complete mandatory Compliance training and attend BMLCM trainings
- Manage Information Risk and complete ISR mandatory trainings
- Identify and report operational risk losses
- Adhere to sanction guidance in Legal and Compliance FIM B2.17.7
- Ensure Branch staff complete mandatory training and adhere to AML and Sanctions policies
- Support and participate in AML and Sanctions project and Global Standards
Experience & skills
- Graduation degree is REQUIRED â to secure a UAE Visa and Work Permit
- 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 breaches
- Minimum of 5 years of sales & service experience in financial services industry, including time as a sales manager
- Proven track record as a sales leader managing teams selling financial planning solutions to high-net-worth clients
- Experience developing and implementing sales strategies
- Strong Financial services knowledge
- Experience in building client relationships
- Familiarity with financial markets and good knowledge of wealth management products
- Excellent interpersonal skills
- Ability to coach sales techniques and best practices
- Planning and organising skills
- Analytical and problem-solving skills
- Strategic thinker with strong leadership and business acumen
- Strong selling and presentation skills
- Sound judgement and excellent people management skills
- High energy level to lead and drive change
