Business Development Manager, HSBC

HSBC

Location:
Mexico, Coyoacan

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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 etc. Business Development Manager (BDM) is usually deployed to add value to clients with more complex needs and is assigned to a team of Premier Relationship Managers (RMs). Whilst Premier Relationship Managers own the end-to-end advisory and sales process with clients, Business Development Manager assists Premier Relationship Managers in understanding clients better, meeting clients together with Premier Relationship Managers when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.

Job Responsibility:

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

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 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, Mortgage etc.

What we offer:

Greater number of days for wedding leave, family care leave, and bereavement leave
Culture of well-being, balance and care
Gender equality focus
Constant training for employees
Protection of labor and social rights

Additional Information:

Job Posted:
October 01, 2025

Expiration:
October 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Business Development Manager

HSBC

Location:Mexico, Coyoacan

Category:Banking

Contract Type:Not provided