Business Development Specialist
hace 6 días
The Business Development Manager (BDM) is a key role within the Premier and Wealth sales force at HSBC. This specialist position requires a deep understanding of complex financial solutions and products, as well as the ability to deliver a strong client experience.
Key Responsibilities- Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
- Support Relationship Managers (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 help close sales in deepening and growing client relationships through identifying and uncovering client needs, identifying relevant wealth solutions, and assisting RMs in presenting and explaining solutions to clients.
- Conduct portfolio reviews with RMs, assess product suitability, and manage risks.
- Join RMs for client meetings and provide advice and input based on technical knowledge.
- 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 financial markets, socio-economic dynamics, and regulatory requirements.
- Extensive external market awareness of market conditions, new product solutions, and current financial market activities.
- Demonstrated ability and experience to correctly identify client needs.
- Solid skills to manage consultative sales processes.
- 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, such as Structured Products, FX, Investments, Financial Planning, Retirement, Protection, and Mortgage.
At HSBC, we value diversity and inclusion, and we are committed to creating a culture where all employees and customers feel valued and respected. We believe in the importance of integrity, trust, and collaboration in achieving our goals.
-
Business Development Specialist
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob Summary:The Business Development Manager (BDM) is a specialist role within the Premier and Wealth sales force at HSBC. This position requires a technical expert in one or several product categories, such as Structured Products, FX, Investments, Financial Planning, Retirement, Protection, and Mortgage.Key Responsibilities:Strengthen HSBC's image as a...
-
Regional Lending Fraud Specialist
hace 2 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob Title: Regional Lending Fraud SpecialistHSBC is seeking an experienced Regional Lending Fraud Specialist to join our team. As a key member of our Global Wholesale Fraud Risk Management function, you will play a critical role in identifying and mitigating lending fraud risks across our commercial banking operations.Key Responsibilities:Act as a subject...
-
Regional Lending Fraud Specialist
hace 6 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob SummaryWe are seeking an experienced Regional Lending Fraud Specialist to join our team at HSBC. The successful candidate will be responsible for executing the Fraud Risk Assessment (FRA) process for Wholesale customers, working closely with regional, global fraud teams, and the front line.Key ResponsibilitiesAct as the subject matter expert for lending...
-
Strategic Risk Manager
hace 4 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob SummaryWe are seeking a highly skilled and experienced Risk Management Specialist to join our team at HSBC. As a key member of our risk management function, you will play a critical role in ensuring the effective management of credit risk across our business.Key ResponsibilitiesDevelop and implement risk management strategies to mitigate credit risk...
-
Regional Lending Fraud Specialist
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completoAbout the RoleWe are seeking an experienced individual to join our team as a Regional Lending Fraud Specialist. This role will be responsible for executing the Fraud Risk Assessment (FRA) process for Wholesale customers, working closely with regional, global fraud teams, and the front line.Key ResponsibilitiesAct as the subject matter expert for lending...
-
Agile Business Solutions Analyst
hace 6 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob DescriptionAs an Agile Business Solutions Analyst at HSBC, you will play a key role in driving business transformation and process improvement across our organization.Key ResponsibilitiesRequirements Management: Utilize tools like JIRA, Confluence, and Visio to track and manage business requirements, ensuring traceability and effective communication with...
-
Portfolio Risk Management Specialist
hace 4 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob Title: Portfolio Risk ManagementJob Summary:The Portfolio Risk Management role is responsible for overseeing HSBC's risk management strategy, ensuring alignment with business and regulatory priorities. This involves creating new strategies, conducting analysis, and developing risk management plans to strengthen the risk culture within the...
-
Product Governance Specialist
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completoPosition Overview The incumbent will play a pivotal role in driving revenue generation through New To Bank (NTB) clients or New to Global Trade and Receivables Finance (GTRF) clients, collaborating closely with the Sales and Coverage teams within Wholesale Banking. This position involves assessing client portfolios, identifying market opportunities, and...
-
Product Control Specialist
hace 6 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoProduct Control Valuation Team MemberWe are seeking a skilled professional to join our Product Control Valuation team at HSBC Mexico Global Banking & Markets.Key Responsibilities:Contribute to the development and implementation of HSBC Mexico Valuation Policy.Participate in the automation of processes related to FRTB within the Product Control...
-
Key Account Junior Specialist
hace 4 días
Cuauhtémoc, Ciudad de México L'Oréal A tiempo completoJob DescriptionAs a Key Account Junior, you will play a crucial role in building and maintaining strong relationships with key retailers, driving business growth and profitability for L'Oréal.ResponsibilitiesDevelop and execute joint business plans with key accounts, contributing to the commercial vision and strategy.Build accurate forecasts and achieve...
-
Product Control Specialist
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completo**Job Summary**We are seeking an experienced professional to join our team in the role of Product Control Analyst at HSBC. This is a key position that requires a talented individual to contribute to the valuation of HSBC Mexico Global Banking & Markets.**Key Responsibilities**Contribute to the development and implementation of valuation policies and...
-
Trade Finance Governance Specialist
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completoPosition Overview: The incumbent will play a pivotal role in driving revenue growth through New To Bank (NTB) clients or New to Global Trade and Receivables Finance (GTRF) clients. This will be achieved in close collaboration with the Sales and Coverage teams within Wholesale Banking. The role involves assessing client portfolios, identifying market...
-
Product Governance Specialist
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completoPosition Overview: The individual in this role will be pivotal in driving revenue growth through New To Bank (NTB) clients or New to Global Trade and Receivables Finance (GTRF) clients. This will be achieved in close collaboration with the Sales and Coverage teams within Wholesale Banking. The role involves evaluating client portfolios, identifying market...
-
Customer Service Representative
hace 1 semana
Cuauhtémoc, Ciudad de México Genesis Management A tiempo completo{"Job Title": "Customer Service Specialist", "Job Description": "OverviewMainspring Management is a fintech venture-backed company seeking a driven and enthusiastic individual to join our team. We offer comprehensive training and guidance to ensure success in a fast-paced environment.Key ResponsibilitiesProvide customer support to internal and external...
-
Channel Strategy and Insights Project Manager
hace 2 semanas
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob Summary:A Channel Strategy & Insights Project Manager at HSBC will analyze data and turn it into actionable information to improve Strategic Channels business. This role involves working closely with the ATMs Service and Operations team to share results and collaborate on agile resolution of ATMs related failures, issues, and requests.Main...
-
Client Service Specialist
hace 4 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob SummaryThe Client Management role is responsible for delivering post-sales support to Global Banking and Markets (GBM) and Commercial Banking (CMB) clients across a range of Global Liquidity and Cash Management (GLCM) products.Key ResponsibilitiesManage the end-to-end client management process, providing a positive and professional onboarding experience...
-
Operations Manager
hace 6 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoJob SummaryWe are seeking a highly skilled and experienced Operations Manager to lead our MSS Operations team in Mexico. The successful candidate will be responsible for ensuring the smooth operation of our FX, Securities, and Derivatives business lines, while maintaining regulatory compliance and quality controls.Key ResponsibilitiesEnsure teams deliver...
-
Customer Service Representative
hace 2 semanas
Cuauhtémoc, Ciudad de México Genesis Management A tiempo completoAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Bilingual Customer Service Specialist. As a key member of our organization, you will play a vital role in providing exceptional support to our internal and external customers.Key ResponsibilitiesCustomer Support: Provide timely and effective support to...
-
Risk Analytics Subdirector
hace 5 días
Cuauhtémoc, Ciudad de México HSBC A tiempo completoRole PurposeDrive business results by overseeing the implementation of risk processes and ensuring data-driven decision making.Main ActivitiesDevelop and execute risk management strategies to mitigate potential losses.Collaborate with cross-functional teams to design and implement data analytics solutions.Ensure compliance with regulatory requirements and...
-
Multilingual HR Director
hace 6 días
Cuauhtémoc, Ciudad de México Karina Córdova A tiempo completoAbout the RoleWe are seeking a highly skilled and experienced Multilingual HR Director to join our team at Karina Córdova. The ideal candidate will be fluent in both English and Spanish and have a strong background in human resources management, including recruitment, employee relations, compliance, and HR strategy.Key ResponsibilitiesOversee the full scope...