Premier Relationship Director

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

Knowledge & Experience

• Bachelor's degree or equivalent experience.
• Candidates are required to complete the SCA requirements which are passing the 4 mandatory exams and obtaining University degree equalization from the Ministry of Education.
• ICWIM Level 3 qualification
• Minimum of eight years proven and progressive financial services, and at least 3 years as Relationship Manager.
• Evidence of strong client recommendation and sales results in wealth products.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
• Expert knowledge of external regulatory framework relevant to wealth management.
• If internal, in-depth understanding of HSBC Global House Views.
• Strong client focusses and ability to develop long term partnerships with clients.
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.

Accreditations

• Attain appropriate professional and regulatory qualifications as required by country (e.g. in the U.S, CFA or CFP is preferred)
• Attain any internal standards as required by country