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Form of workSome careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Global Private Banking business provides banking, investment, and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments, and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society.
The role's main purpose includes acting as primary servicing point of contact for HNW or UHNW individual clients externally and stakeholders internally to provide services and execute tasks to ensure the highest levels of customer and Senior RM satisfaction in line with regulatory requirements and bank policy. This role supports a Senior Relationship Manager based in Dubai covering clients who are resident in the Kingdom of Saudi Arabia to deepen individual client relationships and improve income generation through focused business development activities and services.
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:
• Manage, service and develop a client portfolio consisting of High or Ultra High Net worth families and their family offices in an institutional-like professional way.
• Develop relationships with HNW/UHNW customers further through very close contact, flawless service as well as bringing all bank capabilities to the table.
• Orchestrate together with the Senior RM / Market Head access to the full suite of product and service capabilities HSBC as a group can offer around the globe, collaborating with Investment Counsellors to ensure clients understand their portfolio risk, and Credit Advisory to understand client lending needs, as well as the central gate keeper towards other group business divisions such as the Investment Bank.
• Generate new opportunities out of referrals from existing clients or single-family offices or through other contacts to UHNW families and their respective family offices.
• Update KYC (Know Your Customer) information, either received directly or through the Senior RM, and ensure any FCC related concerned are escalated as per regulatory and internal requirements.
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the job holder is involved.
