26 Aug
|
HSBC Global Services
|
India
26 Aug
HSBC Global Services
India
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.
Job Purpose
To build and grow HSBC Premier Banking relationships with high-net-worth individual (HNI) customers, acting as a single point of contact and providing comprehensive banking support and financial advisory aligned to customer needs. The role focuses on delivering against business targets while meeting Global Premier Service Standards and ensuring robust conduct and regulatory outcomes.
Responsibility
Grow profit and portfolio value across Premier client relationships through new and existing business
Deliver agreed financial targets through effective relationship management and consistent service delivery
Conduct regular client reviews to understand needs and recommend suitable products and services
Identify wealth review opportunities and provide tailored wealth solutions aligned to customer goals
Build long-term client relationships that improve retention satisfaction and wallet share
Maintain accurate client information using client relationship management tools and disciplined record keeping
Manage a prospect pipeline and apply structured plans to deepen and expand relationships
Embed HSBC policies and controls including KYC AML and sanctions alongside sales quality requirements
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Eligibility & Educational qualifications
Graduate/ Post Graduate in any discipline with 4-7 years of relevant experience
Substantial experience as a Relationship Manager within the Retail or Premier Banking segment
Proven outcomes in wealth products with a record of meeting portfolio and revenue goals
Strong wealth management technical knowledge to provide suitable recommendations a
📌 AVP Premier Relationship Manager (India)
🏢 HSBC Global Services
📍 India