AVP Premier Relationship Manager

HSBC
Noida
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Integrity","Communication","Client engagement","Sales orientation","Risk management"]

Own and grow Premier banking relationships for HSBC’s high-net-worth clients, serving as their single point of contact. Drive portfolio profit and growth by engaging clients against business targets, conducting regular wealth reviews, and cross-selling relevant products and services. Ensure strong retention through relationship management, maintain accurate CRM data, and uphold HSBC standards with strict KYC/AML/sanctions compliance while supporting operational excellence and internal collaboration.

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FursaFursa
HSBC
HSBC
4 days ago

AVP Premier Relationship Manager

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Last checked: 12 hours agoStatus: Live

Job Summary

Own and grow Premier banking relationships for HSBC’s high-net-worth clients, serving as their single point of contact. Drive portfolio profit and growth by engaging clients against business targets, conducting regular wealth reviews, and cross-selling relevant products and services. Ensure strong retention through relationship management, maintain accurate CRM data, and uphold HSBC standards with strict KYC/AML/sanctions compliance while supporting operational excellence and internal collaboration.
Location: Noida
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
  • •Achieve financial targets through effective client engagement and service delivery.
  • •Conduct regular client reviews to understand needs and recommend products and services; cross-sell as appropriate.
  • •Build and maintain strong Premier client relationships to support retention and satisfaction, using relationship management tools to keep client data accurate.
  • •Ensure compliance with HSBC policies (KYC, AML, sanctions) and manage operational risk while reporting unusual activities and completing required training.

Key Requirements

  • •More than 5 years of relevant experience in wealth products with demonstrated sales achievements.
  • •Proven experience managing relationships with high-net-worth clients and conducting regular wealth reviews.
  • •Strong wealth management expertise and comprehensive understanding of financial services products, services, and client relationship management systems.
  • •Possession of valid licences and accreditations in wealth management as required by local regulations (and ability to complete required training).
  • •Excellent communication and influence skills with a focus on client engagement and portfolio management, in line with regulatory and risk requirements.
Experience:5+ yearsWealth managementHigh-net-worthFinancial servicesBanking
Education:Bachelor's
Skills:IntegrityCommunicationClient engagementSales orientationRisk management
Certifications:AMFIIRDANISM XXI ANISM XIII
Languages:English
Tech Stack:AI-enabled 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