Relationship Manager, Private Banking

Job Description

In this role, you will

• Grow revenues, increase AUM of portfolio and increase inflows of net new money (NNM).
• Drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment.
• Generate new opportunities out of referrals from existing clients or through other contacts to UHNW families and their respective family offices.
• Provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services.
• Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements.
• Identify event driven opportunities on an opportunistic basis, bringing in sector/country expertise as appropriate.
• Provide support to clients portfolio management – in close collaboration with the responsible Investment Counsellor.
• Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments.
• Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk.
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Manage junior coverage staff to support and deliver client performance against plan.
• Follow‑up on a regular basis and provide advice to enhance clients profitability in line with the risk appetite.
• Lead by example through financial results with excellent corporate behaviour.

• Bachelor Degree is a must to obtain a UAE visa.
• Experience in relationship management / investment advisor experience in the banking sector with UHNW segment clients, with significant experience in originating and serving region based UHNW and upper HNW clients and families.
• Proven track record developing business, assets growth and revenue generation.
• Excellent commercial and negotiation skills.
• Highly developed communication skills for use in direct client contact and problem solving.
• Ability to provide strong financial and statistical analysis.
• Strong customer service focus.
• Attention to detail and the ability to think creatively to solve problems.
• Willingness to work in a target driven and high performance environment.
• Excellent understanding of financial markets and products.

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