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Business Descriptor:
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
Job Title: Senior Premier Relationship Manager
Job Introduction:
As Senior Premier Relationship Manager at HSBC, you will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) clients. Your primary responsibility is to cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans.
You will act as a single point of contact for Premier customers, anticipating their needs and delivering comprehensive banking and financial advisory services. Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards, identifying opportunities for wealth reviews, and providing tailored wealth solutions.
Success in this role requires maintaining the highest standards of integrity, adhering to regulatory requirements, and fostering trust with both the bank and our clients.
Principal Responsibilities:
HSBC Premier Relationship Manager
Business Impact:
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Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
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Achieve financial targets through effective client engagement and service delivery.
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Conduct regular client reviews to understand needs and recommend suitable products and services. Cross sell products
Client Management:
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Build and maintain strong client relationships to ensure retention and satisfaction. Need based selling
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Utilize client relationship management tools to keep client information accurate and up to date.
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Develop strategies to increase wallet share and manage a prospect pipeline effectively.
Team Collaboration:
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Work as part of an integrated branch management team to meet standards and deliver operating models.
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Collaborate with colleagues across the business to support client needs and achieve performance measures.
Operational Excellence:
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Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
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Manage operational risk and adhere to sales quality requirements.
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Attend mandatory training and report any unusual activities promptly.
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Leadership & Development:
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Support team members and contribute to a positive work environment.
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Establish a network of internal relationships and gather feedback from colleagues and clients.
Education Qualifications / Certifications and Requirements:
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Knowledge & Experience
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Educational Background: Bachelor's degree or equivalent professional experience.
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Industry Experience:
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3 to 5 years of relevant experience.
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Sales Achievements: Demonstrated success & experience in Wealth products.
Additional Information
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
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
