Open Market Advisor
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.
Key Skills for This Role
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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