VP Premier Elite Relationship Manager

HSBC; Bengaluru; Sur place; INR 2 500 000 - 4 200 000; Plein temps

Résumé du poste

HSBC Holdings plc in Bengaluru seeks a high-calibre HSBC Premier Elite Relationship Manager to service top-tier clients, manage a dedicated portfolio, and collaborate with Investment and Insurance Specialists.

The role emphasizes relationship growth, wealth guidance, regulatory compliance, and mentoring a junior team; a Bachelor's degree and experience in wealth management are required. Pro-tip: AI-enabled tools are an advantage.

Qualifications

• Bachelor’s degree or equivalent experience in finance, business or related discipline.
• Proven track record in client portfolio management and wealth products.
• Familiarity with AI-enabled tools is an advantage.

Responsabilités

• Manage relationship with HSBC Premier Elite clients and their high value needs.
• Acquire, develop and retain relationships with top-tier clients.
• Provide financial advice leading to wealth creation and capital preservation.
• Ensure compliance with local and global regulatory requirements.
• Mentor and coach paired team members and collaborate with internal partners.

Connaissances

Relationship management

Sales

Communication

English proficiency

Mentoring

Formation

Bachelor’s degree or equivalent

Description du poste

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Description

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

Role Purpose

We are currently seeking a high calibre professional to join our team as aHSBC Premier Elite Relationship Manager.

As a HSBC Premier Elite Relationship Manager, you will be joining our dedicated team of experts with enhanced coverage to focus on client needs. You will become part of our exclusively chosen relationship manager who will be assigned with the top-notchHSBC Premier Elite clientele portfolio. You will work collaboratively with Investment and Insurance Specialist Team to support client’s entire life journey. You will also have a dedicated team of HSBC Premier Elite Assistant Manager to partner with you on executing client’s transactions and ensuring a smooth flow of services. All these are unique in making your career journey different from any other.

in this role you will:

Manage relationship with our highest value HSBCPremier Elite clients

Acquire, develop and retain relationships with a portfolio of HSBCPremier Elite clients

Help clients to articulate their needs, and deliver to exceed client expectations

Know clients on a personal and professional level to understand their short and long term financial goals

Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation

Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBCPremier Eliteclient relationships

Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation

Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to HSBC Premier Elite clients

Develop HSBC Premier Elite team culture and build a strong sense of team spirit to increase the team loyalty to the Bank

Understand and adhere to local and global compliance

Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC

To be successful you will need:

Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline

Pro-tip : Familiarity with AI-enabled tools is an advantage.

Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector

Proven track record in client portfolio management

Evidence of strong client recommendation and sales results in wealth products

Expert knowledge in financial planning and wealth products

Sound knowledge of the impact of macroeconomics or microeconomics or local market developments

Expert knowledge of external regulatory framework relevant to wealth management

Strong client focus and ability to develop long term partnerships with clients

Ability to deliver needs-based solutions through effective communication, influencing, and sales skills

Demonstrate proactiveness and skills in mentoring and coaching other colleagues

Be ambitious about providing the highest standards of delivery to colleagues and clients

Be authentic and show ability to engage with colleagues and clients to deliver at pace

Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

Excellent communication skills in English.

More experienced candidates will be considered for the role of HSBC Premier Elite Relationship Manager.

Additional Notes :

• Familiarity with AI-enabled tools is an advantage.
• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritise work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

You’ll achieve more at HSBC.

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