HSBC

1 week ago

Assistant Vice President Premier Relationship Manager (Kolkata, WB, IN, 700001)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Own and grow a portfolio of HSBC Premier (high net worth) clients, acting as a single point of contact and advising on wealth reviews and tailored banking/financial solutions. Meet and exceed financial targets through relationship development, regular needs-based reviews, and effective use of client tools and CRM data. Ensure compliant, high-quality service delivery and manage operational risk and sanctions/AML obligations aligned with HSBC standards.

Location: Kolkata

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Director level

Key Responsibilities

•Maximize profit and drive growth of the Premier clients portfolio while achieving financial targets.
•Build and retain sustainable client relationships through regular reviews and needs-based advice.
•Use tools, information, and Client Relationship Management data to deliver service and keep client information current.
•Recommend appropriate products and services and achieve closure of sales for Premier clients.
•Ensure compliance with lending guidelines, sanctions and anti-money laundering requirements, and promptly report policy violations or unusual activity.

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.
•Strong technical skills in wealth management plus client-focused communication and influencing skills.
•Must hold mandatory wealth management accreditations and meet regulatory expectations, including completion of Anti-Money Laundering and Sanctions training.

Experience:5-8 years

Education:Bachelor's

Skills:Client focusCommunicationInfluencingOwnershipAccountability

Certifications:IRDAAMFI

Languages:EnglishLocal languages

Tech Stack:Client Relationship ManagementClient Relationship Management dataTools and information

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: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

HSBC

1 week ago

Assistant Vice President Premier Relationship Manager (Kolkata, WB, IN, 700001)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Kolkata

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Director level

Key Responsibilities

•Maximize profit and drive growth of the Premier clients portfolio while achieving financial targets.
•Build and retain sustainable client relationships through regular reviews and needs-based advice.
•Use tools, information, and Client Relationship Management data to deliver service and keep client information current.
•Recommend appropriate products and services and achieve closure of sales for Premier clients.
•Ensure compliance with lending guidelines, sanctions and anti-money laundering requirements, and promptly report policy violations or unusual activity.

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.
•Strong technical skills in wealth management plus client-focused communication and influencing skills.
•Must hold mandatory wealth management accreditations and meet regulatory expectations, including completion of Anti-Money Laundering and Sanctions training.

Experience:5-8 years

Education:Bachelor's

Skills:Client focusCommunicationInfluencingOwnershipAccountability

Certifications:IRDAAMFI

Languages:EnglishLocal languages

Tech Stack:Client Relationship ManagementClient Relationship Management dataTools and information

Company Brief

HSBC

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: 3.6

Website LinkedIn