AVP Premier Relationship Manager

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. As a Premier Relationship Manager or Senior Premier Relationship Manager at HSBC, you will be at the forefront of the flagship 'Premier Banking' offering, serving as a vital link to 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.

Principal Responsibilities

Business Impact

• Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
• Achieve financial targets through effective client engagement and service delivery.
• Conduct regular client reviews to understand needs and recommend suitable products and services.

Client Management

• Build and maintain strong client relationships to ensure retention and satisfaction.
• Utilize client relationship management tools to keep client information accurate and up to date.
• Develop strategies to increase wallet share and manage a prospect pipeline effectively.

Team Collaboration

• Work as part of an integrated branch management team to meet standards and deliver operating models.
• Collaborate with colleagues across the business to support client needs and achieve performance measures.

Operational Excellence

• Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
• Manage operational risk and adhere to sales quality requirements.
• Attend mandatory training and report any unusual activities promptly.

Leadership & Development

• Support team members and contribute to a positive work environment.
• Establish a network of internal relationships and gather feedback from colleagues and clients.

Knowledge & Experience

• Educational Background: Bachelor's degree or equivalent professional experience.
• For GCB 6: 3 to 5 years of Retail/Premier Banking segment as Relationship Manager.
• For GCB 5: More than 5 years of Retail/Premier Banking segment as Relationship Manager.
• Pro-tip: Familiarity with AI-enabled tools is an advantage.
• Sales Achievements: Demonstrated success & experience in Wealth products.
• Client Relationship Management: Proven experience managing relationships with high-net-worth clients.
• Wealth Management Expertise: Strong technical skills in wealth management.
• Communication & Influence: Excellent communication skills with a focus on client engagement and influence.
• Sales & Networking Skills: Strong orientation towards sales, networking, and portfolio management.
• Product Knowledge: Comprehensive understanding of financial services products, services, and client relationship management systems.
• Business Banking Insight: Familiarity with business banking client segments and related products and services.
• Regulatory Compliance: Possession of valid licenses and accreditations in wealth management as required by local regulations.
• Risk Management: Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.
• Language Proficiency: Proficient in English and local languages.