Associate Vice President, Premier Relationship Manager
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Associate Vice President, Premier Relationship Manager
About the Role
Greater Coimbatore, India Area
The Company is seeking an Associate Vice President, Premier Relationship Manager to join their team. The successful candidate will be responsible for building and growing relationships with high-net-worth individual (HNI) customers, acting as a single point of contact, and providing comprehensive banking support and financial advisory services. This role is pivotal in delivering against business targets, meeting global service standards, and ensuring strong conduct and regulatory outcomes. Key responsibilities include growing profit and portfolio value, delivering financial targets, conducting client reviews, identifying wealth opportunities, and maintaining accurate client information. The role also involves managing a prospect pipeline, embedding company policies and controls, and maintaining strong relationships with compliance, credit, risk, and internal control teams. Applicants must have a graduate or post-graduate degree in any discipline, with 4-7 years' of relevant experience, and a proven track record in wealth management. Strong technical knowledge in wealth management, experience in building trusted relationships with HNI clients, and the capability to use client relationship management systems are essential. The role requires the ability to provide suitable recommendations and advice, as well as the necessary local regulatory licenses and accreditations for wealth management. Familiarity with AI-enabled tools is an advantage. The ideal candidate will be a proactive, professional individual with a strong focus on client satisfaction, retention, and the ability to work in a fast-paced, target-driven environment.
Functions:
- Sales/Revenue
About the Company
Ambitious international banking & financial services institution
Industry
Financial Services
Type
Public Company (HSBA)
Age
employees
10,001+
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