02 feb
Hsbc
Tláhuac
**Business Development Manaer**
Role Purpose:
The Premier & Advance (P&A;) proposition is a strategic priority for HSBC and the role of Product Specialist (BDM) is a key contributor in exceeding the proposition objectives. The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products/FX/Investment/Financial Planning/Retirement/Protection/Mortgage.
**Principal accountabilities**:
- Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise;
- Support 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 helps close sales in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting RMs in presenting and explaining solution(s) to client
- Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,
- Join RMs for 3 to 5 meeting per day for accompaniments clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions.
Role Context:
Premier & Advance is a key proposition in the bank’s strategy. Over recent years, our business and organization has made considerable progress both in our performance versus peer group and in our strategic transformation.
Over the medium term we have been improving both our profitability and our ability to meet the needs of our target clients.
**Knowledge and experience**
- 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 the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
- Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
- Demonstrated ability and experience to correctly identify client needs
- Solid skills to manage consultative sales process
- 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 e.g. Structured Products/FX/Investments/Financial Planning /Retirement/Protection/Mortage
**Requirements**:
“En HSBC esperamos que nuestra gente se trate con dignidad y respeto, creando una cultura incluyente que promueva igualdad de oportunidades. Nuestros valores definen quiénes somos como organización y lo que nos distingue, valoramos la diferencia, avanzamos juntos, nos hacemos responsables de nuestras acciones, usamos el buen juicio, hacemos lo correcto y hacemos que las cosas sucedan”.
“En HSBC nos encontramos orientados a garantizar la igualdad de género y capacitación constante hacia nuestros empleados, así como a la protección de sus derechos laborarles y sociales”
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.