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 as relevant to market; such as Structured Products / FX / Investment / Financial Planning / Retirement / Protection / Mortgage, etc., and the most significant contribution is expected to support GPB´s RMs to gain 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 is a key impact on results with wide influence within the network and segments supporting to lead the RM to increase productivity.

Additional add value 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, Sr. BDM Leader meeting clients together with RMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.

Main Responsabilities:

Proactively work with RMs to provide client centric services and solutionsStrong team player that deploys time strategically and commercially in order to support RMsWork 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 relevantAct as an ambassador for HSBC and exhibits high professional standardsPartner with Wealth and GPB subdirectors to identify and manage product specific needs and risks in the portfolios of RMsDelivering the firm - 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 their activities accordinglyAmbitious about providing the highest standards of delivery to colleagues and clientsDemonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacityAuthentic and shows ability to engage with colleagues and clients to deliver at pace

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 as relevant to market; such as Structured Products / FX / Investment / Financial Planning / Retirement / Protection / Mortgage, etc., and the most significant contribution is expected to support GPB´s RMs to gain 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 is a key impact on results with wide influence within the network and segments supporting to lead the RM to increase productivity.

Additional add value 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, Sr. BDM Leader meeting clients together with RMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.

Main Responsabilities:

Proactively work with RMs to provide client centric services and solutionsStrong team player that deploys time strategically and commercially in order to support RMsWork 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 relevantAct as an ambassador for HSBC and exhibits high professional standardsPartner with Wealth and GPB subdirectors to identify and manage product specific needs and risks in the portfolios of RMsDelivering the firm - 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 their activities accordinglyAmbitious about providing the highest standards of delivery to colleagues and clientsDemonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacityAuthentic and shows ability to engage with colleagues and clients to deliver at paceMinimum of five years of working experience as a product specialist or financial advisorStrong client skills with the ability to deliver a strong client experience and provide needs-based solutionsDeep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the productsExtensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activitiesDemonstrated ability and experience to correctly identify client needsSolid skills to manage consultative sales processA solid understanding of global anti money laundering standardsTeam player with collaborative skillsKnowledge of local and Group compliance regulationsSpecialisation in one or more product categories e.g. Structured Products /FX /Investments /Financial Planning / Retirement /Protection /Mortage etc.

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”

Minimum of five years of working experience as a product specialist or financial advisorStrong client skills with the ability to deliver a strong client experience and provide needs-based solutionsDeep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the productsExtensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activitiesDemonstrated ability and experience to correctly identify client needsSolid skills to manage consultative sales processA solid understanding of global anti money laundering standardsTeam player with collaborative skillsKnowledge of local and Group compliance regulationsSpecialisation in one or more product categories e.g. Structured Products /FX /Investments /Financial Planning / Retirement /Protection /Mortage etc.

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”