Virtual Relationship Manager OI

Some careers open more doors than others. 

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

The Overseas Indian Personal Banker role is accountable for remotely managing Personal Banking customers.  The role holder will develop engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and “stickier” relationships.

This job will carry out some or all of the following tasks:

• Deliver the proposition by providing a consistently excellent customer experience

• On-board and activate customers within their targeted segment/portfolio

• Retain existing customers through engagement in-line with the market and segment strategy

• Identify and meet customers’ needs by providing them with an appropriate solution or introducing/referring them to the appropriate teams or departments

• Encourage customers to use additional channels where appropriate

• [Band 6 only] May be responsible for a specialized portfolio containing clients with more complex needs

• Leverage new capabilities and evolving tools to effectively communicate with clients remotely

• Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards

Qualifications 

• Minimum Graduation or as required for the role, whichever is higher

Additional Information

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

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

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India