21 ene
Hsbc
Tamazunchale
Role PurposeThe Global Private Banking & Wealth proposition is a strategic priority for HSBC, and the role of Product Specialist (Business Development Manager) is a key contributor in exceeding the proposition objectives.
The jobholder is a specialist role and is part of the GPB and Wealth sales force.
The incumbent is expected to be a technical expert in one or several product categories relevant to the market, such as Structured Products, FX, Investment, Financial Planning, Retirement, Protection, Mortgage, etc.
The most significant contribution is expected to support GPB's RMs in gaining more client trust and commitment in broadening and deepening their relationship with HSBC.The BDM Sr.
is usually deployed to add value to the GPB's RMs in their daily activities and responsibilities at the regional level, focusing on more sophisticated products for GPB & Wealth customers.
This role has a key impact on results with wide influence within the network and segments, supporting the RM to increase productivity.Additionally, the BDM Sr. adds value in addressing complex needs for GPB clients and is assigned to a team of GPB Wealth Relationship Managers (RMs).
While RMs own the end-to-end advisory and sales process with clients, the Sr. BDM Leader meets clients together with RMs when required, making suitable recommendations and helping clients understand the value and risks of available solutions.Main Responsibilities:Proactively work with RMs to provide client-centric services and solutions.Strong team player that deploys time strategically and commercially to support RMs.Collaborate with GPB's RMs to provide frontline perspective and input to HSBC Insurance on the planning and development of products, associated processes,
and tools where relevant.Act as an ambassador for HSBC and exhibit high professional standards.Partner with Wealth and GPB sub-directors to identify and manage product-specific needs and risks in the portfolios of RMs.Deliver joined-up services and solutions aligned to client needs, putting the client at the heart of our business.Understand the immediate local Insurance Mexico and Wealth Personal Banking Mexico Strategy and direct activities accordingly.Maintain ambition for providing the highest standards of delivery to colleagues and clients.Demonstrate the ability to set stretch goals for self and deliver these with courage and tenacity.Be authentic and show the ability to engage with colleagues and clients to deliver at pace.#J-18808-Ljbffr
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.