Premier Relationship Manager

4 weeks ago


Bengaluru, Karnataka, India HSBC Full time
Role Overview

Job Summary: HSBC is seeking an experienced and skilled individual to join our team as a Premier Relationship Manager. This role will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and driving business growth.

Key Responsibilities:

  • Develop and execute customized financial plans to meet clients' goals and objectives.
  • Build and maintain strong relationships with clients, understanding their financial needs and preferences.
  • Provide expert advice on wealth management, investment, and financial planning strategies.
  • Collaborate with internal teams to deliver exceptional customer service and meet business targets.
  • Stay up-to-date with market trends, regulatory requirements, and industry developments to provide informed guidance to clients.

Requirements:

  • Minimum 5-8 years of experience in relationship management, preferably with high net worth clients.
  • Strong sales orientation, networking, and portfolio management skills.
  • Excellent communication, client focus, and influencing skills.
  • Sound knowledge of financial services products and services, and the client relationship management system.
  • Local regulatory and license requirements met, with valid licenses and accreditation in wealth management and relevant qualifications.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • Access to cutting-edge technology and training.

About Us:

HSBC is a leading global banking and financial services organization, committed to building a culture where all employees are valued, respected, and empowered to succeed. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.



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