Business Development Specialist

hace 1 día

Cuauhtémoc, Ciudad de México HSBC A tiempo completo
Job Title: Business Development

Job Summary:

The Business Development role is a specialist position within the Premier and Wealth sales force at HSBC. As a Business Development Manager, you will be 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 in gaining more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients.
  • Assist in closing sales by identifying and uncovering clients' needs, identifying relevant wealth solutions, and assisting Relationship Managers in presenting and explaining solutions to clients.
  • Conduct portfolio reviews with Relationship Managers, assess product suitability, and identify opportunities and manage risks.
  • Join Relationship Managers 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.

About HSBC:

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.

We act with integrity, courage, and trustworthiness, showing different ideas and cultures, and being connected with customers, the community, regulators, and each other.

We guarantee gender equality and constant training for our employees, as well as protecting their labor and social rights.

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