Senior Premier Wealth Relationship Manager

HSBC Holdings plc

Schweiz

On-site

CHF 130,000 - 210,000

Full time

5 days ago

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Job summary

HSBC Holdings plc is seeking an experienced Premier Relationship Manager to lead a high net worth client portfolio within Global Wealth Management. You will grow Premier relationships, provide wealth advisory services, and ensure high standards of service and regulatory compliance across the client journey.

The role requires strong sales discipline, deep wealth management knowledge, and the ability to collaborate with branch teams to deliver tailored financial solutions in a fast-paced

Qualifications

Strong client focus and sales results in wealth management.
Proven ability to manage high net worth client portfolios.
Excellent communication, influencing, and interpersonal skills.
Solid knowledge of financial planning, wealth management and client needs.
Licensing and accreditations in wealth management and regulatory compliance.

Responsibilities

Own and manage Premier client relationships and drive revenue growth.
Lead Premier activities to identify opportunities and meet client needs effectively.
Maintain compliance with AML/Sanctions policies and regulatory requirements.
Collaborate with branch and cross‑functional teams to deliver a differentiated client experience.
Ensure accurate client data input and regular reviews of portfolios.

Skills

Client focus

Sales orientation

Portfolio management

Communicating & influencing

English & local languages

Education

Bachelor's degree with relevant experience

IRDA/AMFI certifications

Job description

The role requires strong sales discipline, deep wealth management knowledge, and the ability to collaborate with branch teams to deliver tailored financial solutions in a fast-paced

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