AVP - Global Indian Premier RM

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International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
Role Purpose (overall high level summary of the role)
To grow and nurture HSBC NR Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan. Manage clients with a portfolio between USD 0.5M to USD 1M. To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The jobholder should also have a detailed understanding of financial and banking products to deliver best outcomes to clients.
Principal Accountabilities: Key activities and decision making areas
Impact on the Business / Function
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
Typical Targets and Measures
Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales
Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline
Specific metrics include, but not limited to: Revenue , AUM, TRB, number of products sold to client, number of referrals, total balance of relationship portfolio
Customers / Stakeholders
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
Client experience and/or client satisfaction metric
Measured by client appointments and retention
Measured by increase in portfolio penetration with diversified product and service mix
Measured by adoption of global target operating model
Measured by c