As a Business Development Manager, you will work closely with Premier Relationship Managers (RMs) to provide value to clients with complex needs. Your primary objective will be to help RMs better understand client needs, identify suitable solutions, and provide technical expertise to support sales growth.

Key Responsibilities:

• Strengthen HSBC's reputation as a leading provider of wealth management solutions
• Support RMs in increasing client confidence in HSBC's capabilities and improving the quality of service provided to target clients
• Assist RMs in closing sales by identifying client needs, analysing technical aspects of products, and presenting solutions to clients
• Conduct portfolio reviews with RMs to assess product suitability and identify opportunities for growth
• Accompany RMs to client meetings and provide technical advice and guidance

Requirements:

• At least one year of experience in a product specialist or financial advisory role
• Strong customer service skills with the ability to deliver exceptional client experiences
• In-depth knowledge of complex financial products and markets
• Excellent analytical and problem-solving skills
• Ability to work effectively in a team environment
• Strong understanding of global anti-money laundering (AML) standards

We Offer:

• Competitive salary and bonus structure
• Comprehensive benefits package including life insurance, medical insurance, and retirement plans
• Opportunities for professional growth and development
• Collaborative and inclusive work environment

At HSBC, we value diversity and inclusion, and strive to create a culture of respect and equality.

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Principal Accountabilities:

• Lead a team of 12 and manage a portfolio of 50,000 customer exits per annum, incorporating Compliance, Customer Experience, and Operational considerations.
• Oversee the IWPB Secretariat team and manage direct EXCO meetings on exit decisions.
• Analyse management information relating to the implementation of CSEM and work with the business to identify trends and actions required.
• Collaborate with business areas to raise the profile of Global Standards and ensure a culture of compliance.
• Work closely with Customer Experience and High-Risk Approvals to support the implementation of CSEM.

Leadership & Teamwork:

• Pivotal member of the cross-functional team to be ambassadors of Policies and Procedures of CSEM Process.
• Identify and engage with key stakeholders to gain support and ensure strategies and solutions are effectively delivered.
• Act as a subject matter expert, working with senior stakeholders and business areas to influence and shape the thinking around Policies and Procedures of CSEM Process.

Operational Effectiveness & Control:

• Protect HSBC’s reputation and ensure no detriment to target customer relationships.
• Be a key driver in implementing Policies and Procedures of CSEM Process.
• Manage and escalate risks and issues relevant to allocated activities.

Major Challenges:

• Leading a team that undertakes actions to ensure operational effectiveness of CSEM process and procedures.
• Endorsing Regional/Country WPB CSEM Procedures for Global WPB Head approval.
• Overseeing CSEM Quality Control and Quality Assurance results and associated remediation.

Requirements:

• Ability to execute role with a level of autonomy while being mindful of when to seek guidance and approval.
• Continually reassess operational risks associated with the role and inherent in the business.
• Adhere to and demonstrate adherence to internal controls.

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Job Purpose: Your main objective will be to ensure the growth of our insurance business in the Affluent and Executive segments, providing tailored solutions to meet client needs. You will work closely with our bankers, insurance specialists, and other stakeholders to achieve sales goals and improve client relationships.

Key Responsibilities:

• Develop and implement strategies to increase insurance sales and penetration in existing client relationships
• Collaborate with bankers to provide integrated financial solutions to clients
• Manage and support a team of insurance specialists to achieve sales targets
• Analyse market trends and competitor activity to identify opportunities for growth
• Ensure compliance with regulatory requirements and internal policies
• Foster a culture of continuous learning and improvement within the team

Requirements:

• Previous experience in complex life insurance and/or wealth management
• Strong knowledge of financial products and solutions
• Excellent leadership, communication, and negotiation skills
• Ability to work in a fast-paced environment and build strong relationships with clients and colleagues
• Advanced English language skills
• University degree
• AMIB certification (desirable)

What We Offer:

• Competitive salary and benefits package
• Opportunity to work with a leading financial services organisation
• Collaborative and dynamic work environment
• Professional development and training opportunities

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You will be responsible for:

• Handling incoming customer calls, ensuring timely follow-up and resolution of customer requests and complaints related to our banking products and services.
• Promoting a positive experience in every interaction, fostering customer loyalty and retention by actively listening and demonstrating empathy to understand their needs and expectations.
• Adhering to security protocols and verification procedures established by the institution to protect customer information.
• Accurately recording information and actions taken regarding customer clarifications, claims, or sales in our institutional systems.
• Meeting Key Performance Indicators (KPIs) related to Customer Experience, Quality, and Financial Solutions.
• Staying up-to-date on the features, benefits, and conditions of our financial products and services.
• Complying with internal policies and banking regulations.
• Identifying cross-selling opportunities and offering suitable financial products to customers, such as credit cards, loans, and insurance.

To be successful in this role, you will need:

• Clear, assertive communication skills with ease of expression.
• Customer orientation and service vocation.
• Analytical and problem-solving skills, proposing suitable solutions.
• Active listening and empathy.
• Results-oriented and goal-focused.
• Commercial and persuasion skills (desirable).

Technical skills required:

• Knowledge of banking products and services.
• Basic Office software skills.
• Institutional system management.
• Cross-selling techniques and objection handling (desirable).

At HSBC, we value diversity, equality, and inclusion, and strive to create a culture that promotes opportunity and respect for all employees.

Job Data by YubHub.