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Job Purpose
To build and grow HSBC Premier Banking relationships with high-net-worth individual (HNI) customers, acting as a single point of contact and providing comprehensive banking support and financial advisory aligned to customer needs. The role focuses on delivering against business targets while meeting Global Premier Service Standards and ensuring strong conduct and regulatory outcomes.
Responsibility
- 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
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Pro-tip : Familiarity with AI-enabled tools is an advantage.
Additional Notes:
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.
Eligibility & Educational qualifications
- 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
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