VP Relationship Manager, Global Private Banking

1 week ago

India HSBC Full time

Unlock New Opportunities at HSBC

If you're on the lookout for a career that opens doors to countless possibilities, then HSBC is the place for you. At HSBC, we offer a world of opportunities, support, and rewards that can propel your career to new heights.

About HSBC:

At HSBC, Wealth and Personal Banking is a fusion of Retail Banking and Wealth Management, along with Global Private Banking, making us one of the largest global wealth managers in the world with trillions in assets. In Asia, where wealth pools are expanding rapidly, our wealth revenues increased by 12% in 2019, reaching billion. Our dedicated team caters to millions of customers worldwide, covering the full spectrum of private wealth, from individuals and families to business owners and ultra-high-net-worth individuals. We offer a range of services including bank accounts, credit cards, loans, mortgages, asset management, insurance, wealth management, and private banking tailored to meet the diverse needs of our clients.

Current Opportunity:

Join our Global Private Banking team as an experienced professional. This client-facing role focuses on managing relationships with our most valuable clients, where expertise in financial planning and wealth products is key to success. As a Private Banking Relationship Manager, you will build strong relationships with clients, understand their needs, and exceed their expectations.

Principal Responsibilities:

  • Achieve Key Performance Indicators through developing client relationships
  • Conduct regular reviews with clients to understand their financial needs
  • Deliver high levels of client service using tools effectively
  • Maintain a portfolio of qualified Private Banking clients
  • Identify referral opportunities for various services
  • Ensure fair outcomes for customers and uphold market transparency
  • Collaborate with the team to support client journey
  • Manage operational risks and adhere to sales processes

Requirements:

  • Bachelor's degree with relevant experience
  • Minimum of five years in financial services or retail sales
  • Proven sales results in insurance and investment products
  • Experience in managing high net worth clients
  • Strong technical skills in wealth management
  • Excellent communication, client focus, and influencing skills
  • Sound knowledge of financial products and services
  • Understanding of business banking segment
  • Compliance with local regulations and licenses
  • Proficiency in English and local languages
  • Completion of necessary trainings for high-risk roles

Accreditations:

  • Attain required professional and regulatory qualifications

Additional Information:

Discover more about this role at HSBC. Join us and unlock your full potential.

HSBC is dedicated to fostering a workplace culture that values all employees, promotes continuous development, offers flexible working arrangements, and provides opportunities for growth in an inclusive and diverse environment.

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