Business Development
hace 5 meses
-Job description
**Role Purpose**:
The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products, FX, Investment, Financial Planning, Retirement, Protection, Mortgage etc.
Business Development Manager (BDM) is usually deployed to add value to clients with more complex needs and is assigned to a team of Premier Relationship Managers (RMs). Whilst Premier Relationship Managers own the end-to-end advisory and sales process with clients, Business Development Manager assists Premier Relationship Managers in understanding clients better, meeting clients together with Premier Relationship Managers when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.
At times the BDM may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. The BDM also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
The jobholder is expected to support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC.
**Principal accountabilities**:
- Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise;
- Support RMs to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need;
- Assist RMs and helps close sales in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting RMs in presenting and explaining solution(s) to client
- Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,
- Join RMs for 3 to 5 meeting per day for accompaniments clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions.
Requirements
- Minimum of one year of working experience as a product specialist or financial advisor
- Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
- Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
- Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
- Demonstrated ability and experience to correctly identify client needs
- Solid skills to manage consultative sales process
- A solid understanding of global anti money laundering standards
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Specialisation in one or more product categories e.g. Structured Products, FX, Investments, Financial Planning, Retirement, Protection, Mortgage etc.
At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.
HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”
-
Business Development Representative
hace 5 meses
Iztapalapa, México CobaltoTalent A tiempo completo**About the Role: We are seeking a driven and passionate Business Development Representative (BDR) to join our team and play a key role in expanding our client base. In this role, you will be responsible for generating qualified leads, developing relationships with potential clients, and promoting our studio's services. **Responsibilities**: - Prospect...
-
Business Development Representative
hace 6 meses
Iztapalapa, México QAD, Inc. A tiempo completo**Company Description** QAD is building a world-class SaaS company, and we are growing. We are looking for talented individuals who want to join us on our mission to help solve relevant real-world problems in manufacturing and the supply chain. We are a virtual first company and your primary work experience will be virtual / working from your home....
-
Business Development Representative- Latam
hace 6 meses
Iztapalapa, México RELEX Solutions A tiempo completoOption to work 100% remote!_ **Business Development Representative for the Latin American market.** Our business is growing rapidly, and we are looking for an enthusiastic Business Development Manager to support the pipeline generation of our Account Executives in Latin America. This is a full-time position for someone with previous experience in the field...
-
Workstation Business Development Manager Mexico
hace 6 meses
Iztapalapa, México Hewlett Packard A tiempo completo**_ Responsibilities: _** - Deep understanding of the category product, business management and sales challenges and strategies. - Actively contributes to the definition of the category business plan. - Establishes relationships and represents team with sales force and other partners at senior level. - Product line and quota responsibility for a significant...
-
Bilingual Business Development
hace 5 meses
Iztapalapa, México Selectum A tiempo completoJob Title: Bilingual Business Development & Trade Marketing Coordinator (Food Industry - Category) **Location: Cuauhtemoc (Hybrid)** Job Description**:We are seeking a dynamic and motivated Business Development & Trade Marketing Coordinator (Food Industry - Category) to join our team.** In this role, you will be responsible for supporting sales...
-
Business Development Manager
hace 5 meses
Iztapalapa, México RH HUNTING A tiempo completo**Vacante para la empresa RH HUNTING en Iztapalapa, Ciudad de México**: **¡¡IMPORTANTE EMPRESA SOLICITA BUSINESS DEVELOPMENT MANAGER!!** **MODALIDAD DE TRABAJO**:Home Office 100%. **Requisitos**: - ** Edad**: 30 a 40 años. - Licenciatura en Administración de empresas, Negociosos internacionales o área afín**(concluida).**: - Experiência mínima...
-
Business Development Representative
hace 5 meses
Iztapalapa, México Gi Group Holding A tiempo completo**Descripción**: Qibit is the global network of talent experts in digital and technological profiles. We are part of the largest ecosystem and global leader of integrated human capital solutions, Gi Group Holding. We create value by connecting leading companies with the best talents in the market around the world. Our purpose is to build bridges, change...
-
Business Professional
hace 3 semanas
Iztapalapa, Ciudad de México Cronoshare A tiempo completoJoin a dynamic company as a specialized professional, where you'll utilize your commercial expertise to drive industry growth.Key ResponsibilitiesCommercial StrategyDevelop and implement commercial strategies, leveraging your business acumen to drive sales growth and customer satisfaction.Market AnalysisConduct market analysis to identify emerging trends and...
-
Education Resources Manager
hace 5 meses
Iztapalapa, México Cambridge University Press & Assessment A tiempo completo**Advert Template** Job Title: Education Resources Manager (Business Development) - Mexico, Central America, and the Caribbean **Salary**: Competitive local salary Location: Mexico City, Mexico Contract: Permanent, Full Time, Hybrid We are Cambridge University Press & Assessment, a world-leading academic publisher and assessment organisation and a proud...
-
Business Development Representative
hace 6 meses
Iztapalapa, México Belvo A tiempo completo**A little bit about us**: We are Belvo, an open finance API platform with the bold vision of democratizing access to financial services in Latin America. We enable any financial innovator to access and interpret financial data - as well as initiate payments from their end-users accounts. We’re turning the messy complexities of the Latin American financial...
-
Business Analyst
hace 5 meses
Iztapalapa, México Global Payments A tiempo completoEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....
-
Sr Business Analyst
hace 5 meses
Iztapalapa, México Global Payments (Beamery) A tiempo completo**Description**: **Purpose** **Global Payments, Inc. is looking for an experienced Technical Business Analyst to join the Global team.** **Essential Duties** - **Serve as the product owner on an Agile development team with co-located and/or remote developer & QA resources.** - **Define and prioritize the solution delivery roadmap and Product backlog to...
-
Lead Business Analyst
hace 5 meses
Iztapalapa, México Assurant A tiempo completo**Job Purpose** This job analyzes our business, process and new products and how they integrate and translate with technology. Also follows up new demands and requirements with the international team. **Responsibilities** - Analyze new products and how they translate to system requirements - Act as a focal point and consultant for product configuration in...
-
Sales Development Representative
hace 5 meses
Iztapalapa, México DocuSign A tiempo completo**Company Overview**: Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until...
-
Business Finance Manager
hace 5 meses
Iztapalapa, México HSBC A tiempo completo-Job description **Role Purpose.** This is a Business Finance role which stands to support the Retail Business Banking Business with timely and accurate reporting with highlights of financial performance, KPIs, customer acquisition/attrition, and sales activity. Prior experience in P&L components: Revenues (Interest and Fee income lines in detail) and...
-
Vendor Business Manager
hace 5 meses
Iztapalapa, México TD SYNNEX A tiempo completo**About the Role**: - Focuses on building and maintaining business relationships of assigned TD SYNNEX vendors to achieve the best financial performance. - Communicates vendor strategies, manages rebate programs, develops programs to support business unit direction, and collaborates with Marketing to drive demand. **What You'll Do**: - Directs and manages...
-
Data Analyst, UBER for Business
hace 6 meses
Iztapalapa, México Uber A tiempo completo**About the Role** In Uber for Business, we're simplifying the way businesses move. When businesses want to move their customers or guests, they turn to our guest products team. Through guest products, businesses can cover the fare and deliver reliable rides to and from their location. Help us bring modern ground transportation management to businesses...
-
Fragance Development Manager
hace 2 días
Iztapalapa, México Eurofragance A tiempo completo**Resumen** **Why working at Eurofragance?** In Eurofragance you will be part of the exciting world of smells and fragrances. You will grow and learn in a company in constant growth and expansion. You will have the opportunity to develop your career working with top professionals. You will be part of a Global Company with Headquarters in Spain and...
-
Business Leader
hace 6 meses
Iztapalapa, México Ikano-Retail A tiempo completo**Descripción de la empresa** The IKEA vision is to create a better everyday life for the many people. We do this by offering a wide range of well-designed, functional home furnishing products at prices so low that as many people as possible can afford them. We operate in Singapore, Malaysia and Thailand - and have an ambitious expansion plan to bring a...
-
Business Data Migration Expert
hace 5 meses
Iztapalapa, México Novartis A tiempo completo393604BR **Business Data Migration Expert - Finance**: Mexico **About the role** Location: Mexico City, #LI-Hybrid As the Business Data Migration expert - Finance, you will ensure data is delivered according to global/deployment/country requirements and timelines and is aligned to business processes in Finance area. You will be responsible for data...