Market Advisor

Position: Open Market Advisor
Job description

Some careers prize diversity more than others!

If you’re 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 HSBC’s penetration and refer suitable customers to specialist businesses.

Role Responsibilities:

• Deliver business performance Maximize business opportunities within the assigned companies. Meet targets across acquisition—excluding Premier—revolving 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:

Strong knowledge of IWPB offerings Understand HSBC’s products, propositions, services and global service standards, and explain them clearly to customers.

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.

Excellent communication and negotiation skills Communicate confidently with customers, colleagues and external stakeholders, while negotiating suitable solutions and managing expectations.

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.

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.

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.

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