Associate Vice President Premier Relationship Manager

Qualifications

• Knowledge & Experience
• Bachelor's degree with relevant experience
• Minimum of 5-8 years of Relationship management work experience with high net worth clients.
• 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
• Familiarity with AI-enabled tools is an advantage
• Accreditations
• IRDA (Insurance Regulatory and Development Authority) and AMFI (Association of Mutual Funds) certifications are mandatory
• Leadership Capabilities
• Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
• Be authentic and show ability to engage with colleagues and clients to deliver at pace
• Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
• Global Wealth Management - Relationship Manager Technical Capabilities
• Technical Capabilities
• Client Skills
• Client focus
• Sales orientation
• Portfolio management
• Communicating & influencing
• Business Acumen
• Marketplace knowledge
• Business understanding
• Solutions
• Premier products and services
• HSBC services and propositions
• Processes
• Risk and compliance
• Business processes
• Tools and systems
• Additional Notes:
• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
• Pro-tip : Familiarity with AI-enabled tools is an advantage.
• 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.
• 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.