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HSBC Group

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3.9

based on 4.8k Reviews

Video summary

Top Rated Banking Company - 2024

181 HSBC Group Jobs

VP Relationship Manager, Global Private Banking

HSBC electronic data processing india pvt ltd

3.9

based on 4.8k Reviews

6-12 years

Mumbai

1 vacancy

VP Relationship Manager, Global Private Banking

HSBC Group

posted 1mon ago

Job Role Insights

Flexible timing

Key skills for the job

Computer Networking Software Asset Management Wealth Management Financial Services Financial Planning and Analysis Retail Sales

+ 3 more

Job Description

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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world s largest global wealth managers . Across Asia, where wealth pools are growing faster than in any other region, HSBC s wealth revenues grew . Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers needs.

Wealth Management

HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

We are currently seeking an experienced professional to join the Global Private Banking team.

The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Private Banking clients.

Private Banking Relationship Managers require exceptional ability to build trusting relationships with existing and potential Private Banking clients, help clients articulate their needs, and deliver to exceed client expectations.

Principal Responsibilities

Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships
Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
Use tools, information, and delivery channels effectively to deliver the highest levels of client service
Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group
Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey
Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
Adhere to selling process and sales quality requirements

Requirements

Bachelors degree with relevant experience
Minimum of five 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.
This is HRR (high risk role) and hence necessary trainings and due diligence will be applicable.

Accreditations

Attain appropriate professional and regulatory qualifications as required by regulations

Additional Information

Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Useful Link

Link to Careers Site: Click HERE

Employment Type: Full Time, Permanent

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