Relationship Manager - Global India Segment - Private Bank UK

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 

Our Global Private Banking business provides banking, investment and wealth management solutions to help high net worth clients and their families achieve their ambitions. We also advise on topics including wealth planning, alternative investments and family governance. And our experts in philanthropy support clients in their objectives to have a positive impact on society. As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. 

This role will acquire, maintain and grow profitable long-term relationships with clients as defined within the scope of the team –the role is part of UK International Team catering largely to Uk resident clients within the Global India segment . The main purpose of the role is to establish new relationships and manage existing relationships in order to generate NNM (Net New Money), grow revenues across allocated portfolio, successfully manage and serve existing business relationships and originate new revenue streams. They will also need to assist the desk head in implementing the marketing and client strategy for the desk, to clear pending items, improve quality and resolve problems.

In this role you will:

• Manage an existing book of High Net Worth (HNW) & Ultra High Net Worth (UHNW) within Private Bank UK's Global India segment whilst also working to challenging targets around developing new client relationships to ultimately increase revenue.
• Collaborate with a range of front office teams such as Investment Counselling, Wealth Planning, Credit Advisory & Product Specialists to enable our clients to achieve their financial goals whilst also balancing this with business requirements.
• Establish and maintain internal networks across the HSBC group to originate new business through referrals.
• Understand and ensure compliance with internal policies and external regulations to mitigate risk to the business.
• Work to continue to reposition the firm to higher value-added solicitation, enhancing the perception of the Bank amongst its existing and prospective clients

To be successful in this role you should meet the following requirements:

• CISI/RDR Level 4 is essential with the expectation of attaining Level 6 within 12 months of joiningl
• Vast experience in managing Global India led client HNW or UHNW relationships within a UK regulated Wealth Management or Private Banking context - essential
• A proven track record of not only playing a leading role in managing existing client relationships but of also generating revenue through NNM
• Outstanding interpersonal, business development, and presentation/pitching skills
• Well organised with the ability to balance business needs with that of the clients'

This role is based in London.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500