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Business Descriptor
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.




This job profile provides a broad overview of the Job Personal Financial Consultant
The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers. The role holder will develop, engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and “stickier” relationships. The role is primarily aimed at managing the following aspirational goals.
Relationship management of unmapped Premier customers
Identifying and referring / fulfilling customer needs aided by analytics driven triggers
Imparting a world class experience aligned to the customer promise, and
Increasing wallet share through value build, transitioning customers up the client continuum
Role responsibilities
Deliver the proposition by providing a consistently excellent customer experience, achieving the relevant contact standards and

📌 AVP - Premier Financial Consultant (Mumbai)
🏢 HSBC
📍 Mumbai