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Open Market Advisor

HSBC
Dubai, UAE
Full-time
Mid-Senior
Onsite
Discovered Today
IWPB banking offeringsNeeds-based selling methodology (EDRAS)Relationship managementCustomer acquisition and cross-sellingRevolving credit and borrowing productsWealth and international banking referrals

Full Job Posting

Role overview

The Open Market Advisor drives customer acquisition, revolving credit, and borrowing results through needs-based selling.

The role manages company relationships, supports employee banking needs, improves HSBC penetration, and refers suitable customers to specialist businesses.

Responsibilities

  • Maximize opportunities in assigned companies and meet acquisition, revolving credit, borrowing, customer experience, and quality KPIs.
  • Build long-term relationships with key contacts and act as the primary banking contact for employees of assigned companies.
  • Identify opportunities in assigned and non-Approved Employee List companies; collaborate with Sales Managers on acquisition and cross-selling.
  • Use EDRAS needs-based selling and refer suitable customers to Wealth, International Banking Corridors, and Private Banking.
  • Provide personalized service, promote digital services, manage expectations, and resolve complaints within SLA.
  • Maintain activity, quality, and compliance standards; contain risk and reinforce AML and compliance policies.

Requirements

  • Strong knowledge of IWPB offerings, products, propositions, services, and global service standards.
  • Relationship-management and sales capability, including needs-based customer engagement.
  • Excellent communication and negotiation skills; able to manage expectations.
  • Organization and activity discipline, including company visits, customer contacts, CRM lead action, sales records, and pipeline follow-through.
  • Customer focus and problem-solving skills, including issue resolution within SLA and appropriate specialist handovers.
  • Strong risk awareness and adherence to regulatory requirements, AML controls, and internal procedures.
  • Graduation degree is essential for UAE visa and work-permit eligibility; foreign university certificates require current attestations and equivalency.

About HSBC

HSBC supports affluent customers with domestic and international banking and wealth management, using its international network and expertise.

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