Relationship Manager

Relationship Manager (Global India & Expat)

Global India & Expat, Private Banking team

In This Role, You Will

• Manage and develop a portfolio of HNWI clients, ensuring appropriate administrative support.
• Provide full-service banking by marketing and delivering relevant HSBC products and services.
• Grow portfolio profitability through targeted acquisition, deepening existing relationships, and driving Net New Money and revenue across appropriate banking and wealth solutions.
• Deepen existing relationships to grow AUM, revenue, and net new money (NNM) inflows.
• Partner with the Platform Manager to clear pending items, improve quality, and resolve issues.
• Build trusted relationships by understanding cross-border needs and maintaining a strong client contact plan.
• Manage end-to-end client journey: onboarding, documentation, account maintenance, transaction support, and query resolution—owning delivery and keeping turnaround times tight.
• Maintain robust controls: suitability, KYC/AML, documentation quality, and transparent client communications—taking responsibility for compliant outcomes and escalating issues early.
• To be successful in the role, you should meet the following requirements:
• Proven experience in relationship management experience in banking, with end-to-end ownership of client portfolios and senior client engagement.
• Demonstrated track record in asset gathering, AUM growth and revenue generation, with disciplined pipeline management and conversion focus.
• Excellent commercial judgement and negotiation capability to structure win–win solutions, retain assets, and deepen share of wallet
• Highly developed communication skills for direct client contact, stakeholder management and issue resolution, backed by a strong customer service mindset.
• Excellent understanding of financial markets and products, supported by strong financial/statistical analysis skills, attention to detail, and creative problem-solving to tailor portfolio recommendations.
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).
• You’ll achieve more at HSBC.
• www.hsbc.com/careers
• 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.
• We believe diversity brings benefits for our customers, our business and our people.
• Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way.
• 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 Hong Kong and Shanghai Banking Corporation Limited.

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