Premier Wealth Relationship Manager
HSBC - United Arab Emirates
Total years of experience :13 years, 8 Months
•Own and handle a portfolio of HSBC Premier customers.
•Maintain deep understanding and technical knowledge of relevant products and services to identify opportunities that best suit customers and maximize revenues.
•Assist customer in selecting the most appropriate investment vehicle (mutual funds, bonds, ETFs) for their specific goals (retirement, education and growing wealth).
•Complete regular financial reviews with customers to understand their current and long term needs and advise them on suitable products and services to achieve their goals.
•Ensure that sales and operations are undertaken in accordance with HSBC policies and guidelines.
•Proactively assist management in identifying and containing compliance risk through reporting suspicious activities (KYC/MLCO).
•Sourcing Retail Banking products and Services; accounts, credit cards and loans.
•Maintained and developed relationships with existing customers, to generate and Cross sell core products and services point of contact.
•Conducted KYC to understand customer needs and offer the right product.
•Cross sell products received and referred to different channels.
•Listing of companies in the Approved Employer List with in the bank to acquire complete payrolls and generate high volume business.
•Conducting and attending open days in the approved listed companies to generate and extend banking relationship.
•Responsible for the online sales of Apple and Antec products.
•Analyzed and explored potential new channels and collaborate with existing channel partners.
•Managed the entire product line life cycle from strategic planning to tactical activities.
•Specifying market requirements by conducting market research supported by on-going visits to customers and non-customers.
•Prepared investment related presentations, and assisted in preparing monthly reports.
•Performed in depth financial analysis, market research, and monitored trading trends.
•Developed, implemented, and managed investment related programs.
•Identified and tapped in to new potential investors.
•Responsible for updating the senior management personnel on the priorities and concerns of the shareholders and in representing the voice of the investors.
•Planed and developed systems and procedures to improve the operating quality and business processes of all departments along with maintaining ISO 9001 certification.
•Collaborated with the VP of finance with allocation of budgets and preparation of business plans.
•Responsible for HR strategic organizational development and performance management.
•Handled some customer complaints to ensure customer satisfaction.
•Reviewed technical reports and procedures for operational purposes.
•Led a team of 17 support personnel in developing, implementing and supporting the help desk system.
•Took charge of system quality control.
•Took part in software, hardware and license asset management.
•Attended to internal clients on technical support issues.
•Managed the organization's virtual security systems.
•Developing business policies and procedures with senior management.
•Contribute to the overall planning, management, control, and coordination of the operational and administrative activities.
•Responsible for overall management and direction of strategic planning, organizational development, programs development and operations.
•Overseeing marketing strategies design, marketing, promotion, and delivery of quality of programs.
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