Business Development Manager, HSBC

HSBC

Location:
Mexico, Monterrey

Category:
Insurance

Contract Type:
Employment contract

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. The jobholder is expected to support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC.

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:

Access to advanced technical product expertise
Gender equality initiatives
Constant training for employees
Protection of labor and social rights
Paid leave package for life events such as weddings, caregiving, or grief.

Additional Information:

Job Posted:
September 24, 2025

Expiration:
October 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Business Development Manager

HSBC

Location:Mexico, Monterrey

Category:Insurance

Contract Type:Employment contract