Business Development Specialist
hace 2 meses
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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