Associate Vice President Premier Relationship Manager

2 weeks ago


Mumbai Maharashtra, India HSBC Global Services Limited Full time

Some careers open more doors than others If you re looking for a career that will unlock new opportunities join HSBC and experience the possibilities Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further Within International Wealth and Premier Banking IWPB we serve 41 million customers globally including 6 7 million who are international from retail customers to ultra high net worth individuals and their families We help our 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 deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class mobile-first capabilities and exceptional people Our key areas of operations include Retail Banking and Wealth Management Asset Management Global Private Banking and Insurance Job Introduction As a Premier Relationship Manager or Senior Premier Relationship Manager at HSBC you will be at the forefront of our flagship Premier Banking offering serving as a vital link to our high-net-worth individual HNI clients Your primary responsibility is to cultivate and expand HSBC Premier relationships aligning with business targets and strategic plans You will act as a single point of contact for Premier customers anticipating their needs and delivering comprehensive banking and financial advisory services Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards identifying opportunities for wealth reviews and providing tailored wealth solutions Success in this role requires maintaining the highest standards of integrity adhering to regulatory requirements and fostering trust with both the bank and our clients Principal Responsibilities HSBC Premier Relationship Manager Business Impact Maximize profit and growth of Premier client portfolios by developing new and existing relationships Achieve financial targets through effective client engagement and service delivery Conduct regular client reviews to understand needs and recommend suitable products and services Cross sell products Client Management Build and maintain strong client relationships to ensure retention and satisfaction Need based selling Utilize client relationship management tools to keep client information accurate and up to date Develop strategies to increase wallet share and manage a prospect pipeline effectively Team Collaboration Work as part of an integrated branch management team to meet standards and deliver operating models Collaborate with colleagues across the business to support client needs and achieve performance measures Operational Excellence Ensure compliance with HSBC s policies including KYC AML and sanctions guidelines Manage operational risk and adhere to sales quality requirements Attend mandatory training and report any unusual activities promptly Leadership Development Support team members and contribute to a positive work environment Establish a network of internal relationships and gather feedback from colleagues and clients Education Qualifications Certifications and Requirements Knowledge Experience Educational Background Bachelor s degree or equivalent professional experience Industry Experience GCB 6 3 to 5 years of relevant experience Sales Achievements Demonstrated success experience in Wealth products Client Relationship Management Proven experience managing relationships with high-net-worth clients Wealth Management Expertise Strong technical skills in wealth management Communication Influence Excellent communication skills with a focus on client engagement and influence Sales Networking Skills Strong orientation towards sales networking and portfolio management Product Knowledge Comprehensive understanding of financial services products services and client relationship management systems Business Banking Insight Familiarity with business banking client segments and related products and services Regulatory Compliance Possession of valid licences and accreditations in wealth management as required by local regulations Risk Management Ability to collaborate effectively with Compliance Credit Risk and Internal Control teams to maintain a balanced risk environment Language Proficiency Proficient in English and local languages Accreditations Professional Qualifications Obtain necessary professional and regulatory certifications such as AMFI IRDA NISM XXI A PMS Certification and NISM XIII SIF Certification as per market requirements Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment as required Useful Link Link to Careers Site Click You ll achieve more when you join 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 working and opportunities to grow within an inclusive and diverse environment 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 Hongkong and Shanghai Banking Corporation Limited India


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