3 days ago

AVP Premier Relationship Manager (Surat, GJ, IN, 395007)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Own and grow HSBC Premier relationships with high-net-worth clients in Surat, aligning relationship development with business targets. Serve as a single point of contact, anticipate client needs, and deliver wealth reviews and tailored wealth solutions. Drive profit and growth through new and existing relationships, achieve financial targets, cross-sell products, and manage a prospect pipeline while maintaining compliance with KYC, AML, and sanctions requirements.

Location: Surat

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•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, recommend suitable products and services, and cross-sell products.
•Build and maintain strong client relationships to ensure retention and satisfaction while managing a prospect pipeline and wallet share.
•Ensure compliance with HSBC policies (including KYC, AML, and sanctions) and manage operational risk.

Key Requirements

•Bachelor’s degree or equivalent professional experience.
•3 to 5 years of relevant experience (GCB 6).
•Demonstrated success and experience in wealth products.
•Proven experience managing relationships with high-net-worth clients.
•Strong technical wealth management skills and understanding of financial services products and services.

Experience:3-5 yearsWealth managementHigh-net-worthBanking

Education:Bachelor's

Skills:IntegrityCommunicationClient engagementInfluenceRisk awareness

Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)

Languages:EnglishLocal languages

Tech Stack:Client relationship management tools

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: 3.6

Website LinkedIn

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HSBC

3 days ago

AVP Premier Relationship Manager (Surat, GJ, IN, 395007)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: Surat

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•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, recommend suitable products and services, and cross-sell products.
•Build and maintain strong client relationships to ensure retention and satisfaction while managing a prospect pipeline and wallet share.
•Ensure compliance with HSBC policies (including KYC, AML, and sanctions) and manage operational risk.

Key Requirements

•Bachelor’s degree or equivalent professional experience.
•3 to 5 years of relevant experience (GCB 6).
•Demonstrated success and experience in wealth products.
•Proven experience managing relationships with high-net-worth clients.
•Strong technical wealth management skills and understanding of financial services products and services.

Experience:3-5 yearsWealth managementHigh-net-worthBanking

Education:Bachelor's

Skills:IntegrityCommunicationClient engagementInfluenceRisk awareness

Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)

Languages:EnglishLocal languages

Tech Stack:Client relationship management tools

Company Brief

HSBC

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: 3.6

Website LinkedIn