Associate Vice President - Global Indian Premier RM

Job description

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
• 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
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss
• Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe
• Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down.
• Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency

Line of Business Procedures

• Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile 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 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