Job description

Some careers prize diversity more than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.

The Employee Workplace Solution Premier Acquisition Manager focuses on acquiring and onboarding Premier customers, achieving sales targets, providing tailored financial solutions and building lasting relationships. It also involves managing leads, referrals and complaints, maintaining application quality and ensuring full compliance while delivering excellent customer experience. 

Role responsibilities:

1. Acquire quality Premier customers

• Deliver assigned annual operating plan (AOP) targets for new-to-bank Premier customers.
• Develop new sourcing models and build a broad, quality customer base.

• Use need-based selling through EDRAS techniques.
• Build and manage customer relationships, identify new opportunities and increase wallet share in partnership with the CAM.

• Recommend suitable Premier, borrowing and revolving products during onboarding.
• Generate referrals to Wealth, Mortgages, HSBC Expat and other WPB businesses.

• Provide structured advice and solutions based on customer needs.
• Resolve complaints through the Complaint Management System, meet service-level agreements (SLAs), and promote remote or alternative distribution channels.

• Plan customer contacts and meetings effectively.
• Action customer relationship management system (CRMS) leads daily, maintain referrals and manage follow-ups to ensure efficient use of time and resources.

• Follow HSBC policies, regulatory requirements, anti-money-laundering controls and internal procedures.
• Maintain application quality, complete required training and support audits, investigations and control reviews.

Role requirements:

1. Relevant wealth and personal banking knowledge

• Strong understanding of WPB products, propositions and services.
• Ability to explain products clearly and match them to customer needs.

• Proven experience serving, advising or selling to high-net-worth individuals.
• Ability to build trust and develop long-term customer relationships.

• Track record of achieving sales or acquisition targets.
• Knowledge of networking strategies, prospecting and identifying new business opportunities.

• Excellent communication, interpersonal and negotiation skills.
• Ability to use a need-based selling approach and provide personalized solutions.

• Understanding of competitor activity and market propositions.
• Strong analytical and problem-solving skills, with the ability to identify opportunities and improve customer value.

• Commitment to customer service, internal controls, regulatory requirements and money-laundering deterrence standards.
• Excellent organization, reliability and ability to work independently and collaboratively, including seamless referral and handover of customers to specialist teams.

7. A graduation degree is essential for obtaining a UAE visa and 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

You’ll achieve more at HSBC.                                            

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible work and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.