
HSBC
Financial Planning Manager - Premier Direct, Sales and Service
On-site2–5 yrsFull-time
Responsibilities
Provide comprehensive financial planning and wealth management solutions to high-net-worth clients to meet their domestic and international banking needs. Drive sales performance and achieve KPIs through the proposal of regulated products and strategic partnership with Relationship Managers.
Requirements
Requires a minimum of three years of experience in financial services or retail sales with a proven track record in insurance and investment products. Must hold specific SCA qualifications and a graduation degree for UAE visa and work permit purposes.
Key skills
Financial PlanningWealth ManagementRelationship ManagementSales PerformancePortfolio ManagementInsurance ProductsInvestment ProductsClient Relationship ManagementInterpersonal CommunicationRegulatory ComplianceLead GenerationNetworking
Benefits
Professional Development
Flexible Working
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