Premier Service Manager

About HSBC Premier Service Manager Role

HSBC’s International Wealth and Premier Banking division seeks to be the top choice for affluent clients, offering comprehensive banking and wealth management solutions. The Premier Service Manager joins the Premier relationship team to enhance client experience and boost Premier Wealth Relationship Managers’ efficiency by handling support tasks.

Key Responsibilities

• Deliver exceptional sales support to Premier Wealth Relationship Managers (PWRMs), mainly arranging appointments and assisting with client servicing.
• Minimize PWRMs’ time spent on administrative duties to increase their client-facing availability.
• Manage client communication and services, including answering calls, resolving transactions, and directing clients to appropriate channels when PWRMs are unavailable.
• Assist with sales activities, including preparing documentation, entering data, generating reports, and coordinating with support teams to complete client purchase processes.
• Maintain acceptable quality standards with low error rates in wealth deal inputs.
• Address client inquiries and complaints promptly and positively, aiming to resolve issues immediately and reduce referrals to PWRMs for routine matters.
• Develop strong knowledge of the PWRMs’ client portfolios using CRM and analytical tools.
• Proactively engage clients in person or via phone, updating client profiles accordingly.
• Maintain foundational understanding of relevant banking products and services.
• Assist PWRMs in delivering suitable product solutions tailored to client needs and ensure proper follow-up.

Candidate Qualifications

• Experience in financial services, preferably in retail or premier sales.
• Comprehensive understanding of core banking products, Premier offerings, and retail/wealth product processes.
• Familiarity with relationship management systems such as CRM and RM Platforms.
• Strong knowledge of branch operational procedures.
• Money Laundering Awareness certification is preferred.
• Solid understanding of regulatory governance in the banking sector.
• Good knowledge of HSBC’s products and personal banking.
• Team-oriented attitude with collaborative skills.
• Understanding of local and group compliance regulations.
• Ability to deliver excellent client service and sales solutions through effective communication and influencing skills.
• Willingness to obtain relevant professional and regulatory qualifications as required.
• A graduation degree is mandatory for UAE visa and work permit; for qualifications from outside the UAE, up-to-date attestations and equivalency are required.

Additional Information

HSBC values diversity and inclusion, fostering a culture where employees feel respected and have opportunities for ongoing professional development and flexible working. The organization is committed to innovation and sustainable growth supported by diverse ideas and perspectives. Personal data related to employment applications is handled according to HSBC’s Privacy Statement.