Business Development Specialist

hace 2 meses

Cuauhtémoc, Ciudad de México HSBC A tiempo completo
Job Summary

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.
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 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.

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