AVP Premier Relationship Manager - Coimbatore

About the Role

Embark on an enriching career journey with HSBC where new opportunities await at every turn. Our International Wealth and Premier Banking (IWPB) division enables us to provide superior banking experiences, seamless borderless services, and exceptional wealth management to a discerning clientele. Serving high-net-worth individuals (HNI), families, business owners, and entrepreneurs globally, our Premier Banking and Private Bank offerings leverage a vast international presence and cutting-edge asset management and insurance capabilities.

Role Purpose

This role centers on cultivating and expanding Premier Banking relationships with HNI clients, serving as their primary liaison and delivering comprehensive banking solutions and financial advisory services tailored to their unique needs. Achieving business objectives while upholding Global Premier Service Standards and regulatory compliance is fundamental to this position.

Key Responsibilities

• Drive growth in profit and portfolio value through acquisition and expansion of Premier client relationships.
• Consistently meet or exceed financial targets via effective relationship management and high service standards.
• Conduct regular in-depth reviews with clients to assess their evolving financial needs and recommend appropriate products and services.
• Identify opportunities for wealth management solutions and propose tailored strategies aligned with clients' financial goals.
• Develop sustained client relationships enhancing retention, satisfaction, and wallet share.
• Maintain accurate and up-to-date client information using CRM systems with disciplined record-keeping.
• Manage a pipeline of prospects and utilize structured planning to deepen existing relationships.
• Ensure adherence to HSBC policies including KYC, AML, sanctions compliance, and uphold sales quality criteria.

Preferred Qualifications and Experience

• Graduate or Postgraduate in any discipline with 4 to 7 years of relevant industry experience.
• Proven track record as a Relationship Manager in Retail or Premier Banking.
• Successful experience meeting portfolio and revenue goals with wealth products.
• Strong technical knowledge in wealth management capable of providing fitting recommendations.
• Experienced in nurturing trusted relationships with HNI clients as a reliable point of contact.
• Proficient in using CRM systems to manage client data efficiently.
• Collaborative experience working with Compliance, Credit, Risk, and Internal Control teams to balance business and risk.
• Holding local regulatory licenses and accreditations for wealth management or having equivalent demonstrable expertise.
• Possessing certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), NISM XIII (SIF Certification) or equivalent certifications as required in the market.

Additional Information

Completion of mandatory Anti-Money Laundering and Sanctions training, including post-training assessments, is required.

As part of your responsibilities, you will exercise professional judgment and decision-making authority in overseeing work, supervising team members, assigning priorities, and ensuring accountability for achieving targets. Representing HSBC with internal and external stakeholders with professionalism is expected.

HSBC values an inclusive culture, fostering continuous professional development, flexible work arrangements, and career growth opportunities in a diverse environment.

All application data will be handled according to our privacy policies.