VP Premier Plus Relationship Manager (Mumbai, MH, IN, 400001)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Integrity","Communication","Client engagement","Influence","Sales orientation"]

Serve as a Premier Relationship Manager for HSBC’s Premier Banking offering, acting as a single point of contact for high-net-worth clients. Cultivate and expand Premier relationships, align service with Global Premier Service Standards, and drive growth by meeting financial targets, conducting regular wealth reviews, and cross-selling products. Maintain accurate client information using relationship management tools, ensure KYC/AML/sanctions compliance, and collaborate with branch teams to deliver operating model outcomes.

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HSBC
HSBC
20 hours ago

VP Premier Plus Relationship Manager (Mumbai, MH, IN, 400001)

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Last checked: 20 hours agoStatus: Live

Job Summary

Serve as a Premier Relationship Manager for HSBC’s Premier Banking offering, acting as a single point of contact for high-net-worth clients. Cultivate and expand Premier relationships, align service with Global Premier Service Standards, and drive growth by meeting financial targets, conducting regular wealth reviews, and cross-selling products. Maintain accurate client information using relationship management tools, ensure KYC/AML/sanctions compliance, and collaborate with branch teams to deliver operating model outcomes.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Maximize profit and growth of Premier client portfolios by developing new and existing relationships and achieving financial targets.
  • •Serve as a single point of contact for Premier customers, anticipating needs and delivering comprehensive banking and financial advisory services.
  • •Conduct regular client reviews, identify opportunities for wealth reviews, and recommend tailored wealth solutions including cross-selling products.
  • •Build and maintain Premier client relationships to support retention, using client relationship management tools to keep information accurate and up to date.
  • •Ensure compliance with KYC, AML, and sanctions guidelines; manage operational risk and attend mandatory training while reporting unusual activities promptly.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •More than 5 years of relevant industry experience (GCB 5).
  • •Proven experience managing relationships with high-net-worth clients and strong wealth management expertise.
  • •Demonstrated success with wealth products and strong sales orientation for networking and portfolio management.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations, including completing mandatory Anti-Money Laundering and Sanctions training.
Experience:5+ yearsWealth managementHigh-net-worth (HNI)International wealthWealth products
Education:Bachelor's
Skills:IntegrityCommunicationClient engagementInfluenceSales orientation
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)Anti-Money Laundering trainingSanctions training
Languages:EnglishLocal languages
Tech Stack:Client relationship management systemsAI-enabled 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
Glassdoor: 3.6
WebsiteLinkedIn