Business Development Specialist

hace 2 meses


Cuauhtémoc, Ciudad de México HSBC A tiempo completo

Job 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 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.
  • Assist RMs in closing sales by identifying and uncovering clients' needs, identifying relevant wealth solutions, and providing technical analysis.
  • Conduct portfolio reviews with RMs, assess product suitability, and manage risks.
  • Act as a second point of contact for RMs on 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 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 to correctly identify client needs and manage consultative sales processes.
  • Solid understanding of global anti-money laundering standards and local and Group compliance regulations.
  • Team player with collaborative skills and specialisation in one or more product categories.


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