Head of Distribution Advisory - Dubai, Dubai
1 week ago
Job summary
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 entrepreneurs around the world. The role is about supporting helping guiding Investment Specialists Insurance Specialists Premier Relationship Managers in better managing clients needs through HSBC financial planning advisory led journeys. They will help improve shape teams professional focus client management drive understanding financial planning wealth products.,Responsibilities
- Achieve agreed KPI objectives Portfolio coverage Annual Review completions profit growth improvement relationship manager engagement clients. ,
- Manage team Investment Specialists Insurance Specialists delivery. ,
- Observe client meetings provide feedback improve frontline client interaction techniques. ,
- Partner sales managers identify individual development needs frontline job families providing feedback coaching financial planning investment strategies client relationship management business development. ,
Job description
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