Business Development Person

Encontrado em: Whatjobs BR C2 - 2 semanas atrás

são paulo, Brasil HSBC Tempo inteiro

HSBC Private Banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth.


We are currently seeking an experienced professional to join our team.


In this role, you will:

  • Be responsible for identifying opportunities for the Private Bank with HNW and UHNW individuals and family groups in Brazil.
  • Identify explicit or implicit needs from prospects and to engage Private Banking US partners to meet the prospect and provide solutions, generating opportunities for investments, credit, and wealth planning, resulting in new clients and new assets to the bank.
  • Work closely with colleagues and product specialists to grow the number of clients and assets with the bank.
  • Work with region head to identify the size and scale of the Brazil Private Banking market across all segments, and to develop a strategy to engage new clients to HSBC for each segment.
  • Perform a preliminary due diligence to ensure the prospective client meets our KYC requirements and does not present undue risk to the bank.
  • Ensure compliance with all local regulations, and HSBC bank policies and processes in close engagement with our local franchise and US network.


Requirements:

  • At least 10 years of experience in the private banking sector
  • Experience in private banking KYC / CDD, and knowledge of its related risk management and compliance requirements
  • Excellent commercial and negotiation skills
  • highly developed communication skills for use in direct client contact and marketing efforts
  • Customer focus must be a clear strength
  • Attention to detail and the ability to think creatively to solve problems
  • Excellent understanding of financial markets and wealth management products
  • Language: Portuguese and English fluency
  • Bachelor's degreed

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