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VP Premier Elite Relationship Manager

BengaluruFull-timeLead levelPosted 2 days ago

Leadership finance role at HSBC in Bengaluru.

About the role

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.

What you'll do

  • 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
  • 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

What you need

  • Portfolio management
  • Wealth management
  • Credit risk
  • Internal controls
  • AML
  • Compliance

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