El rol
lo que ofrecemos
proceso de reclutamiento
entrevista screening (15 min)
business case
role purpose
the role is a specialist role and is part of the premier and wealth sales force. The incumbent is expected to be a technical expert in one or several product categories such as structured products, fx, investment, financial planning, retirement, protection, mortgage, etc. The business development manager (bdm) is usually deployed to add value to clients with more complex needs and is assigned to a team of premier relationship managers (rms).
While premier relationship managers own the end‑to‑end advisory and sales process with clients, bdm assists premier relationship managers in understanding clients better, meeting clients together with rms when required, making suitable recommendations and helping clients understand the value and risks of solutions available.
At times the bdm may also conduct product training to support and deliver new product launches and lead client education events to help clients gain better knowledge of financial markets and solutions. The bdm also needs to follow the needs‑based sales process and ultimately provide an outstanding client experience. The jobholder supports rms to gain more client trust and commitment in broadening and deepening their relationship with hsbc.
Principal accountabilities
strengthen hsbc’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
Support rms to gain more client confidence and trust in hsbc capabilities and increase the effectiveness and quality of needs fulfilled for target clients.
Assist rms and help close sales in deepening and growing client relationships through identifying and uncovering client needs, identifying relevant wealth solutions and technical analysis, and assisting rms in presenting and explaining solutions to clients.
Conduct portfolio reviews with rms, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
Join rms for 3 to 5 meetings per day to accompany clients and provide advice, input based on technical knowledge while acting as a second point of contact for specific products and solutions.
Requirements
minimum of one year of working experience as a product specialist or financial advisor.
Strong client skills with the ability to deliver a strong client experience and provide needs‑based solutions.
Deep knowledge of specific complex financial solutions and products, including knowledge of financial markets, socio‑economic dynamics, and regulatory requirements relevant to the products.
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
Demonstrated ability to correctly identify client needs.
Solid skills to manage consultative sales process.
Solid understanding of global anti‑money laundering standards.
Team player with collaborative skills.
Knowledge of local and group compliance regulations.
Specialisation in one or more product categories such as structured products, fx, investments, financial planning, retirement, protection, mortgage, etc.
Company commitment
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 personal aspect. We are trustworthy, enjoy different ideas and cultures, and are connected with customers, the community, regulators and each other. We commit to gender equality, constant training and protecting labor and social rights. We offer generous paid leave for marriage, family care, etc. Our paid leave package is at the forefront in mexico.
Business development executive – manufacturing & industrial real estate
objective of the position: the business development executive will be responsible for providing personalized, high‑level attention to prospects interested in establishing or expanding their manufacturing operations in mexico. The primary goal is to qualify leads and seamlessly transition them to the sales team, ensuring a high standard of service.
Key responsibilities
build and nurture relationships with potential clients by thoroughly understanding their needs and providing valuable information about establishing or expanding manufacturing operations and industrial real estate in mexico.
Organize and manage meetings and calls with potential clients, acting as the first point of contact to address their needs and present solutions offered by the company.
Track all client interactions diligently, ensuring thorough follow‑ups at every stage of the client journey.
Ensure that potential business opportunities are advanced efficiently through the sales pipeline.
Maintain accurate, timely records of all leads and client interactions in crm systems or designated databases.
Regularly report on prospect status and progress to ensure transparency and alignment with sales strategies.
Work closely with marketing and sales teams to align on strategies for lead capture, nurturing, and conversion, helping optimize overall business development efforts.
Requirements
travel availability; willingness to travel when necessary, particularly to corporate offices for client or team meetings.
Advanced english proficiency: fluent in spoken and written english.
Minimum of 2 years of experience in customer service, sales, or business development, ideally in a b2b environment focused on manufacturing or industrial real estate.
Experience in using crm systems for lead management and tracking is highly desirable.
Pay: $20,000 – $25,000 per month
work location: in person
business development manager – sales recruitment (mortgage)
job summary: the business development manager is responsible for sales recruitment.
Key responsibilities
carry out overall recruiting strategy for the brand.
Call prospective loan officers and build relationships geared towards bringing the best and brightest on board.
Prepare and post jobs to appropriate job board(s).
Assess applicants’ relevant knowledge, skills, soft skills, abilities, experience, and aptitudes.
Conduct comprehensive structured and behavioral interviews.
Mentor new loan officers to become fully integrated with the brand.
Provide status update reports to the business development team.
Comply with the policies and procedures outlined in the company handbook.
Perform other duties as assigned.
Requirements
excellent phone, communication and interpersonal skills.
Understanding of the mortgage industry.
Ability to speak, read, and write in english.
1–2 years recruiting experience preferred.
Hands‑on experience with various selection processes.
Some college, experience and/or applicable certifications preferred.
Familiarity with applicant tracking systems and cms preferred.
Previous loan officer experience a plus.
Bilingual/spanish preferred.
We offer market competitive salary, career path, equal opportunity employer, monday to friday schedule, 17 days holidays. Pay: from $21,000 per month. Work location: in person.
Looking forward to talking to you!
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