Open Market Advisor

HSBC Holdings plc; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

HSBC Holdings plc is seeking an Open Market Advisor to drive acquisition, revolving and borrowing needs for assigned company portfolios. You will manage corporate relationships, promote HSBC products, and guide customers toward Wealth and Private Banking referrals.

The role emphasizes need-based selling, strong relationship management, and a commitment to service quality, compliance and continuous improvement.

Qualifications

• Strong knowledge of HSBC IWPB offerings and global service standards.
• Effective relationship-management and sales capability to achieve acquisition, revolving and borrowing outcomes.
• Excellent communication and negotiation skills for stakeholder engagement.
• High activity discipline and organization to manage pipeline and CRM leads.
• Customer focus to provide personalized service and resolve issues within SLA.
• Strong risk awareness and adherence to HSBC policies and AML controls.

Responsibilities

• Deliver business performance by maximizing opportunities within Open Market portfolio.
• Manage assigned company relationships as the primary banking contact.
• Identify and develop business opportunities with Open Market and non-Approved Employee List companies.
• Understand customer needs and make referrals to Wealth, International Banking Corridors and Private Banking.
• Provide personalized customer service and promote digital services; resolve complaints within SLA.
• Maintain activity, quality and compliance standards; adhere to Group policies and AML controls.

Skills

Relationship management

Sales capability

Communication

Negotiation

Organization

Compliance awareness

Education

Bachelor's degree required

Tools

CRM software

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.
• 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

You’ll 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.