VP Premier Plus Relationship Manager

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

Serve as the primary point of contact for HSBC Premier/Premier Plus high-net-worth clients, cultivating and expanding relationships while driving portfolio growth and meeting financial targets. Lead regular client reviews and need-based selling to recommend products and services, increasing wallet share through a managed prospect pipeline. Maintain service excellence and trust by adhering to KYC, AML, sanctions, and operational risk requirements while collaborating with branch teams.

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FursaFursa
HSBC
HSBC
19 hours ago

VP Premier Plus Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as the primary point of contact for HSBC Premier/Premier Plus high-net-worth clients, cultivating and expanding relationships while driving portfolio growth and meeting financial targets. Lead regular client reviews and need-based selling to recommend products and services, increasing wallet share through a managed prospect pipeline. Maintain service excellence and trust by adhering to KYC, AML, sanctions, and operational risk requirements while collaborating with branch teams.
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.
  • •Conduct regular client reviews, identify opportunities for wealth reviews, and cross-sell tailored wealth solutions.
  • •Build and maintain strong client relationships to ensure retention and satisfaction, including need-based selling and prospect pipeline management.
  • •Ensure compliance with KYC, AML, and sanctions policies, manage operational risk, and meet sales quality requirements.
  • •Collaborate with colleagues and support team members while attending mandatory training and reporting unusual activities.

Key Requirements

  • •More than 5 years of relevant industry experience and demonstrated success in wealth products.
  • •Proven experience managing relationships with high-net-worth clients and performing client reviews to recommend suitable products and services.
  • •Strong technical skills in wealth management and comprehensive product/service knowledge across financial services.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations.
  • •Excellent communication skills with strong sales, networking, and portfolio management orientation.
Experience:5+ years
Education:Bachelor's
Skills:CommunicationClient engagementInfluenceIntegrityStakeholder management
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:English
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