AVP Senior Premier Relationship Manager

We are currently seeking an experienced professional to join the Premier Banking team at HSBC. As a Premier Relationship Manager or Senior Premier Relationship Manager, 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.

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.
• 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.

Education Qualifications / Certifications and Requirements

• Educational Background: Bachelor's degree or equivalent professional experience.
• Industry Experience: 3 to 5 years of relevant experience.
• 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.
• Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.
• Language Proficiency: Proficient in English and local languages.

Accreditations

• Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements.

Benefits

• 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.