Date Posted
06-Jul-2026
Location
Delhi (DL), 1
Job Type
Full Time
Company
Group
Description
Job Details
Job Type: Permanent, Full-time
Location: Delhi, Delhi
Job Description
Some Careers Open More Doors Than Others
If you’re looking to unlock new job opportunities, explore the possibilities here at HSBC.
Wealth and Personal Banking (WPB) is our global business combining Retail Banking, Wealth Management, and Global Private Banking. As one of the world’s largest wealth managers, we serve millions of customers worldwide, including personal banking individuals, business owners, investors, and ultra-high-net-worth individuals. Our services include bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking.
We are currently seeking an experienced candidate to join the WPB Premier Services Team.
Role Purpose
The HSBC Premier offering is a globally linked banking service that holds strategic importance for HSBC. This role is part of the premier relationship team across branches.
- Primary Responsibilities: Provide dedicated support to Premier Relationship Managers (PRMs) in achieving income goals (acquisition, cross-sales, retention, and portfolio growth) and client service excellence.
- Client Engagement: Act as a point of contact for clients, ensuring a high-quality, problem-solving approach to customer interactions.
- Support PRMs: Assist in credit/lending support, depending on market requirements.
- Knowledge Base: Maintain an extensive understanding of banking products and services across wealth and retail to deliver a premium client experience.
Key Responsibilities
1. Impact on the Business
- Provide high-quality sales support to PRMs, focusing on setting up appointments and assisting in client servicing.
- Reduce PRMs' time spent on administrative tasks to enhance client interactions.
- Manage client contact, answer queries, resolve transactional issues, and ensure smooth handoffs to relevant channels.
- Assist PRMs with sales support, including document preparation, data entry, and report generation.
- Communicate with clients and underwriters to facilitate the SPO process efficiently.
2. Clients & Stakeholders
- Handle client inquiries professionally and resolve them at the first point of contact.
- Maintain strong knowledge of PRM portfolios and assist in updating client profiles.
- Support PRMs in executing suitable financial solutions for clients.
- Assist in organizing events and customer engagement initiatives.
- Manage Premier desk operations in the absence of PRMs.
- Coordinate with cross-functional teams to maintain service turnaround time (TAT) and manage customer expectations.
3. Leadership & Teamwork
- Work effectively with branch teams, call centers, and other departments to ensure seamless client service.
- Support multiple PRMs efficiently, identifying opportunities for process improvement.
- Promote a collaborative, high-performance environment.
4. Operational Effectiveness & Control
- Ensure compliance with HSBC policies, regulatory guidelines, and risk management protocols.
- Maintain zero discrepancies in documentation for new accounts.
- Guarantee 100% accuracy in KYC and non-KYC documentation.
- Accurately capture and reconcile transactions in Wealth Management Systems (WMS).
- Adhere to operational risk policies, including Anti-Money Laundering (AML) and sanctions compliance.
- Report unusual activities and AML concerns as per policy guidelines.
Major Challenges
- Providing high-quality PRM support while managing multiple priorities.
- Developing extensive knowledge of HSBC systems and processes.
- Enhancing customer experience through consistent service delivery.
- Managing both customer servicing and sales acquisition while minimizing attrition.
Role Context
HSBC’s Premier service is a key strategy in our business growth. The organization aims to continuously improve customer experience while adhering to four core principles:
- Fair Treatment – Ensuring all customers are treated fairly.
- Values & Principles – Upholding HSBC’s ethical and business principles.
- Regulatory Compliance – Meeting all local and international legal and regulatory requirements.
- Service Excellence – Delivering services that provide speed, ease, certainty, and empathy.
Risk & Internal Controls
- Follow internal control policies, mitigate risks, and escalate control issues when necessary.
- Ensure HSBC’s internal standards are maintained, addressing audit concerns and regulatory requirements.
Role Dimensions
- Banking Expertise: Strong knowledge of banking products, systems, and processes.
- Professionalism: Well-organized, customer-oriented, and business-focused.
- Self-Motivation: Driven to exceed goals and targets.
- Collaboration: Builds strong relationships within teams and across functions.
Requirements
- Education: Minimum Bachelor’s degree/Graduation.
- Experience: At least 2 years in banking, finance, or customer service roles.
- Skills:
- Strong knowledge of branch operations and banking processes.
- Excellent customer service orientation.
- Ability to work in a high-pressure, deadline-driven environment.
- Strong interpersonal and communication skills.
Additional Information
- Successful completion of Anti-Money Laundering and Sanctions training is mandatory.
- HSBC is committed to diversity, inclusion, and professional development.
- Personal data provided for employment applications will be used per HSBC’s Privacy Statement.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
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