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Open Market Advisor

ExperiencedVisa sponsorship available
HSBC logo

at HSBC

Other

Posted 10 days ago

No clicks

**Open Market Advisor at HSBC**: Drive acquisition, revolving, and borrowing results through needs-based selling. Manage company relationships, support employees' banking needs, improve HSBC's penetration, and refer customers to specialist businesses. Key responsibilities include meeting targets, building long-term relationships, identifying business opportunities, understanding customer needs, providing personalized service, and maintaining compliance standards. Requires strong knowledge of IWPB offerings, effective relationship-management, excellent communication skills, high activity discipline, customer focus, and a university degree.

Compensation
Not specified

Currency: Not specified

City
Dubai
Country
United Arab Emirates

Full Job Description

Some careers prize diversity more than others!

If youre looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC

HSBC aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.

Open Market Advisor

The Open Market Advisor drives acquisition, revolving and borrowing results through need-based selling. They manage company relationships, support employees with banking needs, improve HSBCs penetration and refer suitable customers to specialist businesses.

Role Responsibilities:

  • Deliver business performance
    Maximize business opportunities within the assigned companies. Meet targets across acquisitionexcluding Premierrevolving credit, borrowing, customer experience and quality KPIs.Build long term relationships with key contacts within assigned Open Market portfolio. Identify new business opportunities within and work closely with Open market Sales Manager to drive acquisition and cross-sell
  • Manage assigned company relationships
    Act as the primary banking contact for employees of assigned companies and build long-term relationships with key company contacts.
  • Identify and develop business opportunities
    Maximize opportunities within assigned and non-Approved Employee List companies, working with Sales Managers to drive acquisition and cross-selling.
  • Understand customer needs and make referrals
    Use the EDRAS need-based selling methodology and refer suitable customers to Wealth, International Banking Corridors and Private Banking.
  • Provide personalized customer service
    Manage customer expectations, promote digital services, act as an HSBC Service Ambassador and resolve complaints within the required SLA.
  • Maintain activity, quality and compliance standards
    Ensure compliance with internal and external regulations such as with Group policies on compliance and money laundering deterrence, contain risk within the team and reinforce/ strengthen the HSBC Money Laundering and Compliance policy.

To be successful in the role, you should meet the following requirements:

  1. Strong knowledge of IWPB offerings
    Understand HSBCs products, propositions, services and global service standards, and explain them clearly to customers.
  2. Effective relationship-management and sales capability
    Build trusted relationships with company contacts and high-net-worth clients, using a needs-based approach to achieve acquisition, revolving and borrowing outcomes.
  3. Excellent communication and negotiation skills
    Communicate confidently with customers, colleagues and external stakeholders, while negotiating suitable solutions and managing expectations.
  4. High activity discipline and organization
    Plan company visits and customer contacts effectively, action CRMS leads daily, maintain sales records and manage the pipeline with reliable follow-through.
  5. Customer focus and problem-solving
    Provide personalized service, identify the right proposition, resolve issues and complaints within SLA, and ensure smooth handovers where specialist support is needed.
  6. Strong risk awareness and professional conduct
    Follow HSBC policies, regulatory requirements, AML controls and internal procedures, maintain input discrepancies below 5%, complete mandatory training and demonstrate HSBC values consistently.
  7. A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE

Youll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible work and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.

Open Market Advisor

Compensation

Not specified

City: Dubai

Country: United Arab Emirates

HSBC logo
Other

10 days ago

No clicks

at HSBC

ExperiencedVisa sponsorship available

**Open Market Advisor at HSBC**: Drive acquisition, revolving, and borrowing results through needs-based selling. Manage company relationships, support employees' banking needs, improve HSBC's penetration, and refer customers to specialist businesses. Key responsibilities include meeting targets, building long-term relationships, identifying business opportunities, understanding customer needs, providing personalized service, and maintaining compliance standards. Requires strong knowledge of IWPB offerings, effective relationship-management, excellent communication skills, high activity discipline, customer focus, and a university degree.

Full Job Description

Some careers prize diversity more than others!

If youre looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC

HSBC aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.

Open Market Advisor

The Open Market Advisor drives acquisition, revolving and borrowing results through need-based selling. They manage company relationships, support employees with banking needs, improve HSBCs penetration and refer suitable customers to specialist businesses.

Role Responsibilities:

  • Deliver business performance
    Maximize business opportunities within the assigned companies. Meet targets across acquisitionexcluding Premierrevolving credit, borrowing, customer experience and quality KPIs.Build long term relationships with key contacts within assigned Open Market portfolio. Identify new business opportunities within and work closely with Open market Sales Manager to drive acquisition and cross-sell
  • Manage assigned company relationships
    Act as the primary banking contact for employees of assigned companies and build long-term relationships with key company contacts.
  • Identify and develop business opportunities
    Maximize opportunities within assigned and non-Approved Employee List companies, working with Sales Managers to drive acquisition and cross-selling.
  • Understand customer needs and make referrals
    Use the EDRAS need-based selling methodology and refer suitable customers to Wealth, International Banking Corridors and Private Banking.
  • Provide personalized customer service
    Manage customer expectations, promote digital services, act as an HSBC Service Ambassador and resolve complaints within the required SLA.
  • Maintain activity, quality and compliance standards
    Ensure compliance with internal and external regulations such as with Group policies on compliance and money laundering deterrence, contain risk within the team and reinforce/ strengthen the HSBC Money Laundering and Compliance policy.

To be successful in the role, you should meet the following requirements:

  1. Strong knowledge of IWPB offerings
    Understand HSBCs products, propositions, services and global service standards, and explain them clearly to customers.
  2. Effective relationship-management and sales capability
    Build trusted relationships with company contacts and high-net-worth clients, using a needs-based approach to achieve acquisition, revolving and borrowing outcomes.
  3. Excellent communication and negotiation skills
    Communicate confidently with customers, colleagues and external stakeholders, while negotiating suitable solutions and managing expectations.
  4. High activity discipline and organization
    Plan company visits and customer contacts effectively, action CRMS leads daily, maintain sales records and manage the pipeline with reliable follow-through.
  5. Customer focus and problem-solving
    Provide personalized service, identify the right proposition, resolve issues and complaints within SLA, and ensure smooth handovers where specialist support is needed.
  6. Strong risk awareness and professional conduct
    Follow HSBC policies, regulatory requirements, AML controls and internal procedures, maintain input discrepancies below 5%, complete mandatory training and demonstrate HSBC values consistently.
  7. A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE

Youll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible work and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.