Job Description
Business Descriptor:
International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
- Grow profit and portfolio value across Premier client relationships through new and existing business
- Deliver agreed financial targets through effective relationship management and consistent service delivery
- Conduct regular client reviews to understand needs and recommend suitable products and services
- Identify wealth review opportunities and provide tailored wealth solutions aligned to customer goals
- Build long-term client relationships that improve retention satisfaction and wallet share
- Maintain accurate client information using client relationship management tools and disciplined record keeping
- Manage a prospect pipeline and apply structured plans to deepen and expand relationships
- Embed HSBC policies and controls including KYC AML and sanctions alongside sales quality requirements
- Graduate/ Post Graduate in any discipline with 4-7 years of relevant experience
- Substantial experience as a Relationship Manager within the Retail or Premier Banking segment
- Proven outcomes in wealth products with a record of meeting portfolio and revenue goals
- Strong wealth management technical knowledge to provide suitable recommendations and advice
- Experience building trusted relationships with high-net-worth individual (HNI) clients as a consistent point of contact
- Capability using client relationship management systems to maintain accurate timely client data
- Experience partnering with Compliance Credit and Risk and Internal Control teams to deliver balanced risk outcomes
- Required local regulatory licences and accreditations for wealth management or equivalent demonstrable experience
- AMFI IRDA NISM XXI A (PMS Certification) and NISM XIII (SIF Certification) or equivalent certification or equivalent demonstrable experience where required by the market
Additional Notes :
- Familiarity with AI-enabled tools is an advantage.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
Job Details
| Role Level: | Mid-Level | Work Type: | Full-Time |
|---|---|---|---|
| Country: | India | City: | Chennai ,Tamil Nadu |
| Company Website: | http://www.hsbc.com | Job Function: | Sales |
| Company Industry/ Sector: |
Financial Services | ||
What We Offer
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