AVP Premier Relationship Manager

HSBC
Noida
Full timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Integrity","Trust-building","Communication","Client engagement","Networking"]

Drive and grow Premier Banking relationships for high-net-worth clients within the International Wealth & Premier Banking team. Serve as the primary point of contact, anticipate client needs, and deliver comprehensive banking and wealth advisory services aligned to Premier standards. Conduct regular wealth reviews, cross-sell relevant products, manage client portfolios using relationship tools, ensure compliance with KYC/AML and sanctions, and collaborate with branch teams to meet performance targets.

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FursaFursa
HSBC
HSBC
5 days ago

AVP Premier Relationship Manager

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Last checked: 10 hours agoStatus: Live

Job Summary

Drive and grow Premier Banking relationships for high-net-worth clients within the International Wealth & Premier Banking team. Serve as the primary point of contact, anticipate client needs, and deliver comprehensive banking and wealth advisory services aligned to Premier standards. Conduct regular wealth reviews, cross-sell relevant products, manage client portfolios using relationship tools, ensure compliance with KYC/AML and sanctions, and collaborate with branch teams to meet performance targets.
Location: Noida
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Maximize profit and growth by developing and expanding Premier client relationships and achieving financial targets.
  • •Serve as a single point of contact for Premier customers, anticipating needs and providing tailored wealth solutions.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services, including cross-selling.
  • •Ensure compliance with KYC, AML, and sanctions policies and manage operational risk and sales quality requirements.
  • •Support team members and collaborate with branch colleagues and other teams to deliver operating models and performance measures.

Key Requirements

  • •More than 5 years of relevant industry experience.
  • •Demonstrated success selling Wealth products and managing relationships with high-net-worth clients.
  • •Strong technical skills in wealth management with comprehensive product knowledge across financial services.
  • •Excellent communication skills focused on client engagement and influence, with strong sales, networking, and portfolio management orientation.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations (including completion of required AML and sanctions training).
Experience:5+ yearsWealth managementHigh-net-worthBankingFinancial services
Education:Bachelor's
Skills:IntegrityTrust-buildingCommunicationClient engagementNetworking
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:English
Tech Stack:Client relationship management 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