VP Premier Elite Relationship Manager

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Business Description

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance. 

Role Purpose 

We are currently seeking a high calibre professional to join our team as a HSBC Premier Elite Relationship Manager. 

As a  HSBC Premier Elite Relationship Manager, you will be joining our dedicated team of experts with enhanced coverage to focus on client needs. You will become part of our exclusively chosen relationship manager who will be assigned with the top-notch HSBC Premier Elite clientele portfolio.  You will work collaboratively with Investment and Insurance Specialist Team to support client’s entire life journey.   You will also have a dedicated team of HSBC Premier Elite Assistant Manager to partner with you on executing client’s transactions and ensuring a smooth flow of services.  All these are unique in making your career journey different from any other.  

in this role you will: 

• Manage relationship with our highest value HSBC Premier Elite clients 

• Acquire, develop and retain relationships with a portfolio of HSBC Premier Elite clients 

• Help clients to articulate their needs, and deliver to exceed client expectations  

• Know clients on a personal and professional level to understand their short and long term financial goals 

• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation 

• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBC Premier Elite client relationships 

• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners 

• Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation 

• Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to HSBC Premier Elite clients 

• Develop HSBC Premier Elite team culture and build a strong sense of team spirit to increase the team loyalty to the Bank 

• Understand and adhere to local and global compliance 

• Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC 

To be successful you will need: 

• Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline 

• Pro-tip : Familiarity with AI-enabled tools is an advantage. 

• Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector 

• Proven track record in client portfolio management 

• Evidence of strong client recommendation and sales results in wealth products 

• Expert knowledge in financial planning and wealth products 

• Sound knowledge of the impact of macroeconomics or microeconomics or local market developments 

• Expert knowledge of external regulatory framework relevant to wealth management 

• Strong client focus and ability to develop long term partnerships with clients 

• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills 

• Demonstrate proactiveness and skills in mentoring and coaching other colleagues 

• Be ambitious about providing the highest standards of delivery to colleagues and clients 

• Be authentic and show ability to engage with colleagues and clients to deliver at pace 

• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment 

• Excellent communication skills in English.

• More experienced candidates will be considered for the role of HSBC Premier Elite Relationship Manager.

Additional Notes :

• 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 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 .

You’ll achieve more at HSBC.

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