Senior Relationship Manager

1 month ago


Cochin, Kerala, India HSBC Full time
Job Description

HSBC is seeking a highly skilled and experienced Premier Relationship Manager to join our team. As a key member of our Wealth Management division, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and advice to meet their unique needs.

Key Responsibilities:

  • Maximize growth in your portfolio and achieve business targets
  • Lead Premier activities to ensure opportunities are identified and client needs are met effectively
  • Comply with relevant Group standards and regulatory requirements

Requirements:

  • Bachelor's degree with relevant experience
  • Minimum of 5-8 years of Relationship management work experience with high net worth clients
  • Strong sales results in insurance and investment products
  • Relationship management experience with high net worth clients
  • Strong technical skills in wealth management
  • Strong communication, client focus and influencing skills
  • Strong sales orientation, networking and portfolio management skills
  • Sound knowledge of financial services products and services and the client relationship management system
  • Understanding of business banking client segment and products and services
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • Able to communicate well in English and local languages

Additional Information:

  • Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.


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