AVP Premier Relationship Manager

HSBC
Gurugram
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Client focus","Influencing","Sales orientation","Relationship management","Ownership"]

Own and manage a portfolio of HSBC Premier (high net worth) clients, acting as a single point of contact and adviser. Drive growth by developing and retaining relationships, completing regular wealth reviews, and recommending appropriate banking, investment, insurance, and lending solutions. Monitor client satisfaction and sales activity, maintain accurate client relationship data, and ensure full compliance with internal policies and regulatory requirements, including sanctions and anti-money laundering.

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FursaFursa
HSBC
HSBC
3 days ago

AVP Premier Relationship Manager

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Last checked: 7 hours agoStatus: Live

Job Summary

Own and manage a portfolio of HSBC Premier (high net worth) clients, acting as a single point of contact and adviser. Drive growth by developing and retaining relationships, completing regular wealth reviews, and recommending appropriate banking, investment, insurance, and lending solutions. Monitor client satisfaction and sales activity, maintain accurate client relationship data, and ensure full compliance with internal policies and regulatory requirements, including sanctions and anti-money laundering.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and manage a Premier client portfolio with total relationship balances of 25 lakhs or more.
  • •Grow income, balances, and client volumes by developing existing and new relationships and achieving financial targets.
  • •Conduct regular reviews to understand client needs and advise on products and services that help them achieve goals.
  • •Maintain complete, up-to-date client information in the client relationship management data and monitor client satisfaction.
  • •Operate within HSBC lending, operational risk, sanctions, and AML policies, including required training and escalation of control issues.

Key Requirements

  • •Bachelor’s degree with relevant experience.
  • •5-8 years of relationship management experience with high net worth clients.
  • •Evidence of strong sales results in insurance and investment products.
  • •Strong technical skills in wealth management and sound knowledge of financial services products.
  • •Strong communication, client focus, influencing, and portfolio management skills.
Experience:5-8 yearsWealth managementHigh net worthFinancial services
Education:Bachelor's
Skills:Client focusInfluencingSales orientationRelationship managementOwnership
Tech Stack:Client relationship management systemSanctions complianceAnti-money laundering

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn