HSBC

2 weeks ago

Business Development (Cuauhtemoc, Distrito Federal, MX, 06500)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Provide advanced technical product expertise to help Premier clients with complex needs across structured products, FX, investments, and financial planning. Partner with Premier Relationship Managers to identify client needs, assist with technical analysis, and support presentations to help close and deepen relationships. Conduct portfolio reviews, assess product suitability and impacts from market and regulatory changes, and deliver product training and client education events.

Location: Mexico

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Key Responsibilities

•Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
•Support Premier Relationship Managers to build client confidence and deliver higher-quality needs fulfillment for target clients.
•Assist RMs in identifying client needs, selecting relevant wealth solutions, performing technical analysis, and presenting/explaining solutions to clients to help close sales.
•Conduct portfolio reviews with RMs, assess product suitability, and evaluate market/regulatory change impacts, identifying opportunities and managing risks as appropriate.
•Join RMs for 3 to 5 client meetings per day and act as a second point of contact for specific products and solutions.

Key Requirements

Languages:Spanish

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

HSBC

2 weeks ago

Business Development (Cuauhtemoc, Distrito Federal, MX, 06500)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Mexico

Workplace: Onsite

Employment Type: Full time

Job Function: Business Development & Partnerships

Key Responsibilities

•Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
•Support Premier Relationship Managers to build client confidence and deliver higher-quality needs fulfillment for target clients.
•Assist RMs in identifying client needs, selecting relevant wealth solutions, performing technical analysis, and presenting/explaining solutions to clients to help close sales.
•Conduct portfolio reviews with RMs, assess product suitability, and evaluate market/regulatory change impacts, identifying opportunities and managing risks as appropriate.
•Join RMs for 3 to 5 client meetings per day and act as a second point of contact for specific products and solutions.

Key Requirements

Languages:Spanish

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn