Associate Vice President Premier /SPRM- Vadodara/Indore

Principal Accountabilities

Knowledge & Experience

• Bachelor's degree with relevant experience
• Minimum of 5-8 years of Relationship management work experience with high net worth clients.
• 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

Accreditations

• IRDA and AMFI certifications are mandatory

Leadership Capabilities

• Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
• Be authentic and show ability to engage with colleagues and clients to deliver at pace
• Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Global Wealth Management - Relationship Manager Technical Capabilities

• Client focus
• Sales orientation
• Portfolio management
• Communicating & influencing

• Marketplace knowledge
• Business understanding

• Premier products and services
• HSBC services and propositions

• Risk and compliance
• Business processes
• Tools and systems

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

You'll achieve more when you join HSBC.

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