Assistant Vice President, Premier Relationship Manager Greater Kolkata, India Area

The Company is seeking an Assistant Vice President, Premier Relationship Manager to manage and grow a portfolio of high-net-worth clients. The role involves understanding clients’ financial goals, conducting regular portfolio reviews, and recommending suitable banking, investment, and wealth-management solutions while delivering high-quality service. The successful candidate will build lasting client relationships, identify new business opportunities, meet portfolio growth and sales targets, and collaborate with colleagues across the business. They will also manage lending within their authority, maintain accurate client records, and follow applicable risk, compliance, and internal-control requirements. Candidates should have a bachelor’s degree and 5–8 years of relationship-management experience with high-net-worth clients, along with a strong record of sales in insurance and investment products. Required capabilities include wealth-management expertise, financial-services product knowledge, portfolio management, networking, and strong communication, influencing, and client-service skills. Applicants should understand business banking and be able to work effectively with compliance, credit, risk, and internal-control teams. Relevant local licenses and wealth-management accreditation are required, including insurance and mutual-fund certifications, as well as fluency in English and local languages. Familiarity with AI-enabled tools is an advantage.

Hiring Company

HSBC