AVP Senior Premier Relationship Manager

HSBC
Mumbai
Full timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Integrity","Client engagement","Influence","Relationship management"]

Drive Premier Banking relationships for high-net-worth clients, serving as a single point of contact and delivering comprehensive banking and financial advisory. Maximize growth and profit by developing existing and new client portfolios, running regular wealth reviews, and cross-selling wealth products. Maintain exceptional service aligned to Global Premier Service Standards while ensuring compliance with KYC, AML, and sanctions requirements and supporting team collaboration and risk/operational excellence.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
20 hours ago

AVP Senior Premier Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Drive Premier Banking relationships for high-net-worth clients, serving as a single point of contact and delivering comprehensive banking and financial advisory. Maximize growth and profit by developing existing and new client portfolios, running regular wealth reviews, and cross-selling wealth products. Maintain exceptional service aligned to Global Premier Service Standards while ensuring compliance with KYC, AML, and sanctions requirements and supporting team collaboration and risk/operational excellence.
Location: Mumbai
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Cultivate and expand Premier relationships to maximize profit and growth of Premier client portfolios.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews to understand needs and recommend suitable products and services, including cross-selling.
  • •Ensure compliance with policies including KYC, AML, and sanctions guidelines; manage operational risk and sales quality requirements.
  • •Act as part of an integrated branch management team, collaborate across the business, and support team members as applicable.

Key Requirements

  • •Bachelor’s degree or equivalent professional experience.
  • •3 to 5 years of relevant experience (GCB 6).
  • •Proven experience managing relationships with high-net-worth clients, including wealth management expertise.
  • •Demonstrated sales success in wealth products and strong sales/networking/portfolio management skills.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations, including completion of required anti-money laundering and sanctions training.
Experience:3-5 yearsWealth managementHigh-net-worthBanking
Education:Bachelor's
Skills:CommunicationIntegrityClient engagementInfluenceRelationship management
Certifications:AMFIIRDANISM XXI A (PMS Certification)NISM XIII (SIF Certification)
Languages:English

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