Vice President - Global Indian Premier RM

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

Job Introduction

To grow and nurture HSBC NR Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan. Manage clients with a portfolio between USD 0.5M to USD 1M. To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The jobholder should also have a detailed understanding of financial and banking products to deliver best outcomes to clients.

Principal Responsibilities

Own the client relationship with HSBC

Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group

Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients

Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and Monitor client satisfaction data implementing portfolio level improvements

Portfolio Size of Total Relationship Value of 25 lakhs or more per customer

Portfolio Size of Premier clients or number of relationships as dictated by market requirements

Growth in Income, balances, clients volumes, number of clients, etc.

Education Qualifications / Certifications and Requirements

Knowledge & Experience

Bachelor's degree or equivalent experience

Minimum of ten to twelve years proven and progressive financial services and/or retail sales experience or equivalent

Evidence of strong sales results in insurance and investment products

Relationship management experience with high net worth clients

Strong technical skills in wealth management

Strong communication, client focus and influencing skills

Strong sales orientation, networking and portfolio management skills

Sound knowledge of financial services products and services and the client relationship management system

Understanding of business banking client segment and products and services

Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country

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

Able to communicate well in English and local languages

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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India