Assistant Vice President Premier Relationship Manager (Chandigarh, PB, IN, 160009)

HSBC
Chandigarh
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Communication","Sales orientation","Portfolio management","Influencing"]

Senior client-facing role within HSBC’s International Wealth and Premier Banking. Manage a portfolio of Premier clients (high net worth), grow relationships, and provide wealth management advice. Own end-to-end client experience, input to CRM data, and collaborate with branch teams to achieve financial targets while ensuring compliance with AML/Sanctions policies.

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FursaFursa
HSBC
HSBC
3 months ago

Assistant Vice President Premier Relationship Manager (Chandigarh, PB, IN, 160009)

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Last checked: 8 hours agoStatus: Live

Job Summary

Senior client-facing role within HSBC’s International Wealth and Premier Banking. Manage a portfolio of Premier clients (high net worth), grow relationships, and provide wealth management advice. Own end-to-end client experience, input to CRM data, and collaborate with branch teams to achieve financial targets while ensuring compliance with AML/Sanctions policies.
Location: Chandigarh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Maximize profit and growth of Premier clients portfolio and achieve the planned targets.
  • •Develop existing and new relationships to meet financial targets.
  • •Build and maintain strong client relationships to ensure ongoing engagement and cross-sell opportunities.
  • •Conduct regular reviews with clients to understand needs and advise on relevant wealth products/services.
  • •Maintain accurate client data in CRM and implement client contact strategies in line with Group operating models.

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
  • •Relationship management experience with high net worth clients
  • •Strong knowledge of financial services products and client relationship management systems (licenses and accreditations as required)
Experience:5-8 yearsWealth managementBankingPremier banking
Education:Bachelor's
Skills:CommunicationSales orientationPortfolio managementInfluencing
Certifications:IRDAAMFI
Languages:English

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