AVP Client Relationship Support - Private Bank (Chennai, TN, IN, 600086)

HSBC
Chennai
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 8+ yearsEducation: bachelorsSkills: ["Client orientation","Self-motivated","Teamwork","Integrity","Attention to accuracy"]

Provide dedicated client relationship support to Private Bank Relationship Managers in PB India, acting as a point of contact for clients and, when needed, stepping in as first point of contact. Support PB RM achievement of income plan targets, manage the service proposition, and oversee wealth-management system processing. Ensure operational effectiveness with zero documentation discrepancies, accurate KYC/Non-KYC processing, and strict adherence to AML and sanctions requirements.

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HSBC
HSBC
1 day ago

AVP Client Relationship Support - Private Bank (Chennai, TN, IN, 600086)

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Job Summary

Provide dedicated client relationship support to Private Bank Relationship Managers in PB India, acting as a point of contact for clients and, when needed, stepping in as first point of contact. Support PB RM achievement of income plan targets, manage the service proposition, and oversee wealth-management system processing. Ensure operational effectiveness with zero documentation discrepancies, accurate KYC/Non-KYC processing, and strict adherence to AML and sanctions requirements.
Location: Chennai
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Serve as a point of contact for Private Bank clients and act as first point of contact in the absence of the PB RM.
  • •Assist PB RMs to achieve AOP sales targets and support day-to-day client delivery of the proposition objectives.
  • •Manage service proposition and back-office processing for PB clients, including processing in the Wealth Management System.
  • •Ensure audit and compliance during client request processing, including 100% accuracy on KYC/Non-KYC documentation and sanctions/AML adherence.
  • •Monitor operational risk, ensure documentation accuracy for new liability and wealth accounts, and support FCC AML investigations with additional information when required.

Key Requirements

  • •8+ years’ experience in banking products, systems, and processes.
  • •Exceptional and up-to-date knowledge of banking products, systems, and processes across wealth and retail.
  • •Minimum graduation and ability to attain required professional and regulatory qualifications as required by market.
  • •Mandatory completion of Anti-Money Laundering and Sanctions training and post-course assessment.
  • •Demonstrate strong client orientation, self-motivation, and team collaboration with high integrity and accuracy.
Experience:8+ years
Education:Bachelor's
Skills:Client orientationSelf-motivatedTeamworkIntegrityAttention to accuracy
Tech Stack:Wealth Management System (WMS)KYCAMLSanctionsPEPCDDEDD

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