AVP Premier Relationship Manager

HSBC
Jaipur
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Integrity","Accountability","Ownership","Communication","Client focus"]

Own and grow a portfolio of HSBC Premier high-net-worth customers, serving as the single point of contact to anticipate needs and deliver banking and financial advisory services. Drive profit and growth by meeting financial targets, developing relationships, and conducting regular wealth reviews to recommend appropriate products. Provide world-class Premier customer service while ensuring full compliance with lending, sanctions, and anti-money laundering policies, including risk monitoring and required training.

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FursaFursa
HSBC
HSBC
1 day ago

AVP Premier Relationship Manager

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Last checked: 11 hours agoStatus: Live

Job Summary

Own and grow a portfolio of HSBC Premier high-net-worth customers, serving as the single point of contact to anticipate needs and deliver banking and financial advisory services. Drive profit and growth by meeting financial targets, developing relationships, and conducting regular wealth reviews to recommend appropriate products. Provide world-class Premier customer service while ensuring full compliance with lending, sanctions, and anti-money laundering policies, including risk monitoring and required training.
Location: Jaipur
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Serve as the single point of contact for Premier customers, anticipating needs and delivering required banking/financial advisory services.
  • •Maximize profit and grow the Premier clients portfolio by achieving agreed financial targets and developing new and existing relationships.
  • •Conduct regular client reviews to understand short- and long-term needs and advise on products and services that help clients achieve goals.
  • •Use client relationship management processes to ensure data completeness and maintain effective use of tools/information to drive service delivery and performance.
  • •Ensure operational effectiveness and control by adhering to lending policies and compliance requirements, including sanctions and AML procedures, risk monitoring, and required training.

Key Requirements

  • •Demonstrated experience as a client-facing professional in Premier/high-net-worth relationship management with a focus on growth and targets.
  • •Strong understanding of financial planning and wealth management, with ability to recommend suitable products and services.
  • •Ability to build effective client relationships, perform regular wealth reviews, and drive sales closure.
  • •Excellent customer service mindset aligned to Premier service standards and strong interpersonal communication skills.
  • •Knowledge of and ability to operate in accordance with HSBC lending guidelines and regulatory requirements, including sanctions and anti-money laundering controls.
Experience:Wealth managementHigh-net-worthBankingPremier banking
Skills:IntegrityAccountabilityOwnershipCommunicationClient focus

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