Premier Service Manager (UAE National Only) - Dubai
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- Dubai
- Permanent
- Full-time
- Provide high quality sales support to a team of PWRMs mainly focused on getting appointment for PWRMs and supporting PWRMs in servicing their clients
- Reduce the time spent on process and administrative tasks by PWRM to increase PWRM’s capacity
- Support PWRMs to manage client contact and service, including, in the absence of PWRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
- Provide sales support to PWRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
- Handle client’s enquiries and complaints relating to the PWRM’s portfolio in a positive, timely, and appropriate manner.
- Proactively identifies opportunities/issues and provides feedback to branch management to improve products and service processes
- Communicate effectively and work well with other teams within the Branch, Call Center, and other relevant partners that impact the client’s experience of HSBC; to ensure a consistent approach and application of Premier standards
- Strong interpersonal and empathy skills with strong decision making and ability to deliver
- Minimum of two years working in financial services industry
- Previous experience in Retail/Premier sales preferred
- Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
- Understanding of relationship management systems (CRM and RM Platform etc.)
- Solid knowledge of appropriate branch operational procedures
- Money Laundering Awareness Certificate held
- Knowledge of relevant regulatory governance in market
- Good knowledge of HSBC and personal banking
- Knowledge of the Bank’s lending systems such as CARM, CLM & Security Processing, when applicable to the markets
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills
- Have an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
- Ambitious about providing the highest standards of delivery to colleagues and clients
- Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
- Authentic and shows ability to engage with colleagues and clients to deliver at pace
- Makes considered decisions that protect HSBC and our clients
- A graduation degree is essential for obtaining a UAE visa and/or work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE)