Associate Vice President - Global Indian Premier RM

• Maximize profit and achievement of the growth of Premier clients portfolio
• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships\
• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and RBWM performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based.  Develop network of Group and External professional contacts with the aim of  introducing new business, enhancing technical knowledge and promoting the brand
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Establish and agree client contact strategies in line with Group operating models
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

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

• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey
• Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs

• Bachelor's degree or equivalent 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 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

Pro-tip : Familiarity with AI-enabled tools is an advantage.

• Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
• Attain appropriate professional and regulatory qualifications as required by market AMFI & IRDA