Premier Relationship Manager

1 month ago


Mumbai, Maharashtra, India HSBC Full time

Job Title: Premier Relationship Manager

Job Summary: We are seeking a highly skilled Premier Relationship Manager to join our team at HSBC. As a Premier Relationship Manager, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and services.

Key Responsibilities:

  • Maximize growth in your portfolio and achieve the RBWM plan/metrics
  • Lead Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources
  • Comply with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in your country

Requirements:

  • Bachelor's degree with relevant experience
  • Minimum of 5-8 years of Relationship management work experience with high net worth clients
  • Evidence of 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

Accreditations:

  • IRDA and AMFI certifications are mandatory

Leadership Capabilities:

  • Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
  • Be ambitious about providing the highest standards of delivery to colleagues and clients
  • Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
  • Be authentic and show ability to engage with colleagues and clients to deliver at pace
  • Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Global Wealth Management - Relationship Manager Technical Capabilities:

  • Client focus
  • Sales orientation
  • Portfolio management
  • Communicating & influencing
  • Marketplace knowledge
  • Business understanding
  • Premier products and services
  • HSBC services and propositions
  • Risk and compliance
  • Business processes
  • Tools and systems


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