Premier Relationship Manager

About the role

HSBC's International Wealth and Premier Banking (IWPB) team in Mumbai, Maharashtra, India, serves high-net-worth individuals through borderless banking and world-class wealth management. As a Premier Relationship Manager (or Senior Premier Relationship Manager / Corporate Executive Relationship Manager), you will act as the single point of contact for Premier customers, cultivating and expanding HSBC Premier relationships, anticipating client needs, and delivering comprehensive banking and financial advisory services. Day-to-day, you will maximize profit and growth of Premier client portfolios, conduct regular client reviews, cross-sell products, maintain compliance with KYC/AML/sanctions guidelines, and collaborate within an integrated branch management team to meet business targets and strategic plans.

What you’ll do

• Maximize profit and growth of Premier client portfolios by developing new and existing relationships
• Achieve financial targets through effective client engagement and service delivery
• Conduct regular client reviews to understand needs and recommend suitable products and services
• Cross-sell products and utilize need-based selling approaches
• Build and maintain strong client relationships to ensure retention and satisfaction
• Utilize client relationship management tools to keep client information accurate and up to date
• Develop strategies to increase wallet share and manage a prospect pipeline effectively
• Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines, and manage operational risk

What you’ll bring

• Bachelor's degree or equivalent professional experience
• 3 to 5 years of relevant experience (GCB 6 level)
• Demonstrated success and experience in Wealth products
• Proven experience managing relationships with high-net-worth clients
• Strong technical skills in wealth management
• Excellent communication skills with a focus on client engagement and influence
• Strong orientation towards sales, networking, and portfolio management
• Possession of valid licences and accreditations in wealth management as required by local regulations

Skills

Education

Bachelor's degree or equivalent professional experience