AVP Premier Relationship Manager

As a Premier Relationship Manager or Senior Premier Relationship Manager or Corporate Executive Relationship Manager, you will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) clients. Your primary responsibility is to cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans.

You will act as a single point of contact for Premier customers, anticipating their needs and delivering comprehensive banking and financial advisory services. Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards, identifying opportunities for wealth reviews, and providing tailored wealth solutions.

Success in this role requires maintaining the highest standards of integrity, adhering to regulatory requirements, and fostering trust with both the bank and our clients.

Principal Responsibilities:

• 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.
• Build and maintain strong client relationships to ensure retention and satisfaction.
• Need-based selling.
• 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.
• Work as part of an integrated branch management team to meet standards and deliver operating models.
• Collaborate with colleagues across the business to support client needs and achieve performance measures.
• Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
• Manage operational risk and adhere to sales quality requirements.
• Attend mandatory training and report any unusual activities promptly.
• Support team members and contribute to a positive work environment.
• Establish a network of internal relationships and gather feedback from colleagues and clients.

Education Qualifications / Certifications and Requirements:

• Bachelor's degree or equivalent professional experience.
• GCB 6: 3 to 5 years of relevant experience.
• 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.
• Comprehensive understanding of financial services products, services, and client relationship management systems.
• Familiarity with business banking client segments and related products and services.
• Possession of valid licenses and accreditations in wealth management as required by local regulations.
• Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.
• Proficient in English and local languages.
• Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements.
• Familiarity with AI-enabled tools is an advantage.
• 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 judgment, discretion, and decision-making authority in planning, organizing, 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, and manage team capacity and leave in line with policy as applicable.