Associate Vice President - Global Indian Premier Relationship Manager

Job description

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

Job Introduction

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

Impact on the Business / Function

• . Maximize profit and achievement of the growth of Premier clients portfolio
• . Achieve agreed financial targets by development of existing and new relationships
• . Build effective relationships with clients to retain and develop sustainable relationships
• . Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• . Effective use of tools and information to drive client service delivery and RBWM performance
• . Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• . B uild a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim ofintroducing new business, enhancing technical knowledge and promoting the brand
• . Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• . Establish and agree client contact strategies in line with Group operating models
• . Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

Leadership & Teamwork

Given the growth aspirations of the WM business, the jobholder is to constantly develop and grow Premier relationships in a highly competitive market.The jobholder will need to continuously operate in a dynamic environment, proactively resolve and address the financial needs of his customers, to win their confidence and fulfil the role of a 'one-point' contact for his customers. The said role requires the relationship manager to balance customer servicing activity along with sales acquisition while ensuring the necessary growth in the existing portfolio coupled with minimal attrition.

The incumbent will be required to manage the HNI Premier customers with a portfolio between USD 0.5M to USD1M

Requirements

Education Qualifications / Certifications and Requirements : Candidate must have a minimum work experience of 5 years with a post graduate degree

Knowledge & Experience

Accreditations

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

Useful Link

Link to Careers Site : Click

You'll achieve more when you joinHSBC.

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.

Skills Required

Portfolio Management, Wealth Management, Client Relationship Management