AVP Premier Relationship Manager

HSBC
Jaipur
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Client-focused","Relationship building","Sales","Communication","Accountability"]

Own and grow a portfolio of HSBC Premier clients (high net worth) by building sustainable relationships, identifying opportunities for wealth reviews, and delivering appropriate banking and financial advisory solutions. Serve as a single point of contact, anticipate client needs, complete regular reviews, and achieve sales targets. Ensure high-quality service aligned with Premier standards while maintaining compliance with lending policies, sanctions, and anti-money laundering requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

AVP Premier Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own and grow a portfolio of HSBC Premier clients (high net worth) by building sustainable relationships, identifying opportunities for wealth reviews, and delivering appropriate banking and financial advisory solutions. Serve as a single point of contact, anticipate client needs, complete regular reviews, and achieve sales targets. Ensure high-quality service aligned with Premier standards while maintaining compliance with lending policies, sanctions, and anti-money laundering requirements.
Location: Jaipur
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Own and manage a Premier client relationship portfolio with total relationship balances of 25 lakhs or more.
  • •Maximize growth and achieve business plan metrics by developing existing and new relationships.
  • •Conduct regular client reviews to understand current and long-term needs and advise on products and services.
  • •Use tools and client relationship management data to drive service delivery, maintain complete records, and improve based on satisfaction data.
  • •Operate within approved lending, risk, sanctions, and AML controls, including due diligence and timely escalation/reporting.

Key Requirements

  • •Demonstrate strong sales and people management skills with a client-first approach to service quality.
  • •Provide financial planning and wealth management advice based on a deep understanding of client needs.
  • •Maintain qualifying Premier client standards within the portfolio and achieve agreed financial targets through relationship development.
  • •Ensure compliance with lending guidelines, approval authority, and HSBC policies and controls, including Sanctions and Anti-Money Laundering requirements.
  • •Complete required sanctions-related training and demonstrate vigilance for unusual or high-risk activity, escalating when needed.
Skills:Client-focusedRelationship buildingSalesCommunicationAccountability

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