AVP Premier Relationship Manager

HSBC
Noida
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-8 yearsEducation: bachelorsSkills: ["Client focus","Communication","Influencing","Ownership","Accountability"]

Own and grow a portfolio of HSBC Premier high-net-worth clients, acting as a single point of contact and providing banking and wealth-advisory services aligned with Premier Service Standards. Drive profit and achievement of financial targets through relationship development, regular wealth reviews, cross-selling of appropriate products, and effective use of client relationship management tools and sales performance information. Manage lending/approval authorities and ensure strong compliance with sanctions, AML, and internal controls.

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FursaFursa
HSBC
HSBC
2 days ago

AVP Premier Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Own and grow a portfolio of HSBC Premier high-net-worth clients, acting as a single point of contact and providing banking and wealth-advisory services aligned with Premier Service Standards. Drive profit and achievement of financial targets through relationship development, regular wealth reviews, cross-selling of appropriate products, and effective use of client relationship management tools and sales performance information. Manage lending/approval authorities and ensure strong compliance with sanctions, AML, and internal controls.
Location: Noida
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Act as a client-facing Premier relationship manager, owning and managing a portfolio of Premier clients with total relationship balances of 25 lakhs or more.
  • •Grow relationships and maximize profit by achieving agreed financial targets and developing new and existing clients.
  • •Conduct regular wealth reviews to understand client needs and recommend appropriate products and services to achieve sales closure.
  • •Use internal tools and client relationship management data to deliver client service and maintain complete, up-to-date client information.
  • •Ensure lending/approval, operational risk management, and day-to-day compliance with sanctions, anti-money laundering policies, and internal controls.

Key Requirements

  • •Bachelor’s degree with relevant experience.
  • •Minimum 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 and sound knowledge of financial services products.
  • •Strong communication, client focus, influencing, and portfolio management skills.
Experience:5-8 yearsHigh net worthWealth managementFinancial servicesInsuranceInvestment products
Education:Bachelor's
Skills:Client focusCommunicationInfluencingOwnershipAccountability
Tech Stack:Client relationship management system

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