VP - Premier Elite Relationship Manager (Mumbai, MH, IN, 400001)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Client engagement","Integrity","Risk awareness","Collaboration"]

Own and grow HSBC Premier relationships for high-net-worth clients as a single point of contact, delivering comprehensive banking and wealth advisory services. Maximize profit and growth by developing new and existing client portfolios, running regular wealth reviews, and cross-selling appropriate products. Ensure outstanding service aligned to Premier standards while maintaining integrity and strict compliance with KYC, AML, and sanctions requirements.

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FursaFursa
HSBC
HSBC
1 day ago

VP - Premier Elite Relationship Manager (Mumbai, MH, IN, 400001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Own and grow HSBC Premier relationships for high-net-worth clients as a single point of contact, delivering comprehensive banking and wealth advisory services. Maximize profit and growth by developing new and existing client portfolios, running regular wealth reviews, and cross-selling appropriate products. Ensure outstanding service aligned to Premier standards while maintaining integrity and strict compliance with KYC, AML, and sanctions requirements.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Develop and expand Premier client relationships to maximize profit, growth, and wallet share.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews to identify needs and recommend suitable products and services, including cross-selling.
  • •Maintain accurate client information using client relationship management tools and manage a prospect pipeline effectively.
  • •Ensure compliance with KYC, AML, sanctions and HSBC policies, and manage operational risk while supporting team training and reporting unusual activities.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •More than 5 years of relevant experience and demonstrated success in wealth products.
  • •Proven experience managing relationships with high-net-worth clients and conducting wealth reviews.
  • •Strong sales, networking, and portfolio management skills with excellent communication for client engagement and influence.
  • •Possess valid licences/accreditations in wealth management as required by local regulations, plus completion of required AML and sanctions training.
Experience:5+ yearsWealth managementHigh-net-worthFinancial servicesBanking
Education:Bachelor's
Skills:CommunicationClient engagementIntegrityRisk awarenessCollaboration
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:EnglishLocal languages

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