Premier Relationship Manager, HSBC

HSBC

Location:
India, Mumbai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Premier Relationship Manager role involves nurturing and growing client relationships within the HSBC Premier segment, comprising high net worth clients. Responsibilities include providing financial advisory services, building sustainable relationships, achieving business targets, and ensuring compliance with internal and regulatory standards. The job requires exceptional relationship management, sales, communication, and technical wealth management skills.

Job Responsibility:

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
Build 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 of introducing new business, enhancing technical knowledge and promoting the brand

Requirements:

Bachelor's degree with relevant experience
Minimum of 5-8 years of Relationship management work experience with high net worth clients
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 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
IRDA and AMFI certifications are mandatory

What we offer:

Continuous professional development
Flexible working opportunities
Inclusive and diverse workplace environment

Additional Information:

Job Posted:
September 03, 2025

Expiration:
December 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager

HSBC

Location:India, Mumbai

Category:Banking

Contract Type:Employment contract