The job holder supports Wealth RMs and Head of Wealth Distribution to increase the effectiveness and quality of needs fulfilled for target clients.

In this role, you will:

·         Maintain the highest standards of customer service both internal and External.

·         Centrally managing deals input in ISS, sales booking, commission credit to respective branches and ensure that deals are placed on time to avoid delays and errors which could lead to bank loss and customers complaints.

·         Effectively correspond with central ops, group offices & third-party providers for timely execution of investments.

·         Responsible for building the relationship with existing clients by anticipating and addressing service needs. This involves advising and checking redemption documents and advising customers about the redemption process, dealing dates and expected date of payment.

·         Effectively manage the annual review process so that losses are minimized. Maintain records of all contact made with the customers. To proactively develop and implement communications activities which will result in new income generating relationships.

·         Maintaining call back to client information about investment due for maturity creating opportunities for advisors to meet with clients for reinvestment.

·         Timely reporting of any operational risk loss and ensuring operational risk and losses are considered when executing their day-to-day responsibilities.

·         To maintain HSBC Internal control standards, including the timely    implementation of internal and external audit points together with any issues raised by external regulators.


To be successful in the role, you should meet the following requirements:

·         Attain appropriate professional and regulatory qualifications as required by market.

·         Attain any internal standards as required by country.

·         Strong interpersonal and empathy skills with strong decision making and ability to deliver.

·         Experience in Retail/Premier network preferred.

·         Understanding of core products, Premier proposition, and familiar with retail and wealth product processes.

·         Solid knowledge of appropriate branch operational procedures.

·         KYC, CDD and AML awareness

·         Knowledge of relevant regulatory governance in market.

·         Good knowledge of HSBC and personal banking

·         Knowledge of the Bank’s lending systems 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.



0 - 0 AED

Monthly based


Doha , Qatar

Job Benefits
Distribution team
Job Overview
Job Posted:
2 months ago
Job Type
Full Time
Job Role
Bachelor Degree
3+ Years
Total Vacancies

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Doha , Qatar