Vice President - Global Indian Premier Relationship Manager

Some Careers Open More Doors Than Others.

Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further

We are currently seeking an experienced professional to join the International team of International Wealth and Personal banking team.

The Indian diaspora is one of the largest and fastest growing in the world with 35.42 million people living outside India. Despite being widely spread and diverse, all these Indians have a cultural and financial connect back to India. With HSBC being international and clients being globally mobile there is an opportunity for HSBC to become the primary wealth manager for these clients.

International Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues continue to grow through product innovation and customer centricity. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.

We are currently seeking an experienced professional to join the IWPB team to drive Wealth Sales and grow the portfolio of NRIs and connect them internationally to provide clients with a Global Wealth Solution.

Principal Responsibilities

• Own the client relationship with HSBC
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients
• Monitor client satisfaction data implementing portfolio level improvements
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products
• Portfolio Size of Total Relationship Value of 25 lakhs or more per customer
• Portfolio Size of Premier clients or number of relationships as dictated by market requirements
• Growth in Income, balances, clients volumes, number of clients, etc..
  
  

Qualifications - Internal

• Bachelors degree or equivalent experience
• Minimum of ten to twelve years proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Able to communicate well in English and local languages
  
  

Additional Information

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
• Attain appropriate professional and regulatory qualifications as required by market AMFI & IRDA
  
  

Additional Information

Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required

Eligibility Criteria

India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.

Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted

INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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