Relationship Manager - MENA

HSBC

  • London
  • Permanent
  • Full-time
  • 19 days ago
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.We are seeking a Relationship Manager who will work along side and support Primary Relationship Manager based in the UAE to acquire, maintain and grow profitable long-term relationships with UHNW / HNW clients resident in the UAE / MENA Region in line with our Cross Border rules. The role is based in London, and some travel may be required.As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.In this role you will:
  • Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, internal collaboration channels through GPB and other HSBC Lines of Business and RM’s own referral network
  • Have regular contact and meetings with clients and providers of new business introductions.
  • Depending on the clients preferences the RM will work independently and/or with the Global Relationship Managers based in the UAE to identify, onboard and service GPB UAE clients on their UK related wealth requirements.
  • Work with the Investment Specialist to ensures the client’s objectives are met through the portfolio allocation, reviews portfolios on a regular basis and develops client’s profitability.
  • Identify client’s financial planning needs and makes introductions to the Wealth Planning (WP) and Strategic Financial Planning (SFP) teams.
To be successful in this role you should meet the following requirements:
  • RDR Level 4 qualification is a minimum requirement of the role with the requirements to achieve Level 6 within 12 months of joining
  • Demonstrable track record of client portfolio management and new client acquisition specifically with clients in the Middle East & North Africa segment
  • Track record of building successful relationships with both an internal and external referral network.
  • Excellent understanding of financial markets, complex wealth management solutions including lending solutions, and the regulatory environment in the UK.
  • Outstanding communication and interpersonal skills.
  • Fluency in Arabic - desirable
This role is based in London.Opening up a world of opportunityBeing open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:Email:Telephone: +44 207 832 8500

HSBC