Wealth Support Manager

About the role

The Wealth Support Manager supports Wealth Relationship Managers and the Head of Wealth Distribution by improving the effectiveness, quality and timeliness of solutions delivered to target clients. The role ensures compliance with local and global regulatory requirements and aligns business activities with HSBC policies.

Key responsibilities

• Manage investment deal inputs in the Internal Switch System (ISS), complete sales bookings and ensure accurate commission crediting.
• Coordinate with Central Operations, Group offices, third‑party providers and Wealth Management Processing to execute investment transactions.
• Provide high‑quality customer service for enquiries, redemptions, maturities, deceased‑customer cases and regulated complaints.
• Conduct sales‑quality checks, manage audit and operational‑risk reporting, and maintain accurate financial and operational records.
• Prepare management information, including ISS query reports, performance analysis and monthly operational‑risk reporting.

Required profile

• Full‑time graduation degree with at least three years of experience, required for Qatar visa.
• Strong knowledge of wealth management products, investment transactions, sales booking, redemptions, maturities, valuations and commission reconciliation.
• Excellent customer service and communication skills, able to handle complex enquiries, complaints and vulnerable or deceased customers sensitively.
• Proven ability to manage multiple priorities, meet deadlines, analyse problems and influence stakeholders in a high‑volume environment.

Required skills

• Experience using deal‑processing and reporting systems, specifically the Internal Switch System (ISS).
• Proficiency in Microsoft Office applications.
• Understanding of HSBC policies, regulatory requirements, AML/KYC controls, operational risk, audit and information‑security standards.