Job Description
- 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
- 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 and advice
- Experience building trusted relationships with high-net-worth individual (HNI) clients as a consistent point of contact
- Capability using client relationship management systems to maintain accurate timely client data
- Experience partnering with Compliance Credit and Risk and Internal Control teams to deliver balanced risk outcomes
- Required local regulatory licences and accreditations for wealth management or equivalent demonstrable experience
- AMFI IRDA NISM XXI A (PMS Certification) and NISM XIII (SIF Certification) or equivalent certification or equivalent demonstrable experience where required by the market
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
Skills
ComplianceWealth ManagementClient Relationship ManagementTeamsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
HSBC Holdings plc, originally founded as The Hongkong and Shanghai Banking Corporation in 1865, is one of the world’s largest banking and financial services organisations. Headquartered in London, England, HSBC operates in 60+ countries and territories across Europe, Asia, the Middle East, Africa, North America, and Latin America, serving over 40 million customers.
HSBC offers a full range of services including Wealth and Personal Banking, Commercial Banking, and Global Banking & Markets. It is the largest Europe‑based bank by total assets, with a strong presence in Asia — its historical and strategic heartland.
In India, HSBC has been present since 1853 and today operates across major cities including Mumbai, Gurugram, Bengaluru, Hyderabad, Pune, and Chennai, offering retail banking, wealth management, corporate banking, and global service centre operations. The bank is known for its international connectivity, digital banking innovation, and commitment to sustainability and financial inclusion.
Important dates & deadlines?
Application Deadline
07 Dec 26, 02:55 PM IST
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Associate Vice President Premier Relationship Manager
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