Role purpose the 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.
bdm sr. is usually deployed to add value to the gpb's rms on their daily activities and responsibilities at the regional level in more sophisticated products to gpb & wealth customers. This has a key impact on results with wide influence within the network and segments, supporting the rm to increase productivity.
additional value is added in complex needs, e.g., w, gpb clients, and is assigned to a team of gpb wealth relationship managers (rms). Whilst 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 the solutions available to them.
main responsibilities:
proactively work with rms to provide client-centric services and solutions.strong team player who deploys time strategically and commercially to support rms.work with gpb's rms to provide front-line 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 the firm's promise: put the client at the heart of our business and deliver joined-up services and solutions aligned to client needs.have or attain an understanding of the immediate local insurance mexico and wealth personal banking mexico strategy and the ability to direct activities accordingly.ambitious about 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.
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