Open Market Advisor

HSBC Holdings plc; Dubai; On-site; AED 90,000 - 130,000; Full time

Job summary

HSBC Holdings plc in Dubai is seeking an Open Market Advisor to drive acquisition, revolving and borrowing results through need-based selling. You will manage company relationships and act as the primary banking contact for employees of assigned companies.

You will identify new business opportunities, refer suitable customers to Wealth, International Banking Corridors and Private Banking, and promote HSBC services while ensuring compliance with policies and AML controls.

Qualifications

• Graduation degree required to obtain UAE visa and work permit.
• Experience in corporate or commercial banking is desirable.
• Ability to refer customers to Wealth, International Banking Corridors and Private Banking.

Responsibilities

• Drive acquisition, revolving and borrowing results through need-based selling.
• Manage company relationships and serve as primary banking contact.
• Develop business opportunities within assigned and related companies.
• Refer suitable customers to Wealth, International Banking Corridors and Private Banking.
• Provide personalized customer service and resolve complaints within SLA.
• Maintain compliance with policies and AML controls.

Skills

IWPB offerings knowledge

HSBC product knowledge

Relationship management

Sales capability

Communication skills

Negotiation skills

Organization & planning

Customer service orientation

Risk awareness

Education

Bachelor's degree or higher

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.