Responsibilities

The advisor is responsible for driving business growth and customer penetration within assigned corporate accounts through a need-based selling approach. They act as the primary point of contact for employees to fulfill banking needs across acquisitions, revolving credit, and borrowing referrals.

Requirements

Candidates must possess a graduation degree and have experience dealing with affluent customers and proposing financial products. Strong communication, negotiation, and networking skills are essential for success in this role.

Job Summary

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further

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.

EWS Advisor is responsible for maintaining sufficient number of activities in order to deliver outcomes in line with the IWPB strategy through a need based selling approach (EDRAS), acquisition of quality business & driving excellent customer service.

The EWS advisor will work closely with the EWS CAM (Corporate Account Manager) to drive improved penetration only within c.800 EWS companies and improve HSBC market share. They will also work with the EWS Loan specialist and refer all borrowing customers through a structured referral process.

They will be responsible to manage customer expectation through service clinics, open days, regular meetings and improved engagement with the company in making HSBC the preferred banking partner.

In this role, you will

Meeting performance expectations primarily across Acquisitions and Revolving in addition to non-financial KPIs.

Be the first point of contact for the employees of assigned companies for fulfilling banking needs across Acquisitions, Revolving and referring Borrowing needs (Personal loan and Mortgage).

Work collaboratively with colleagues from Corporate, EWS CAM, EWS Loan Specialist to drive improved engagement and penetration with these approved companies.

Ensure there is a holistic view of HSBC capabilities shared with the customer across Wealth, International Banking Corridors, Private Banking/, and ensure proper referrals are made to the respective business.

Drive and encourage companies to utilize our Financial wellbeing sessions across their employees

Meet Group standards of Compliance and internal controls with zero tolerance of misconduct

Build high standards of customer service, efficiency and expected level of productivity

To be successful in the role, you should meet the following requirements:

Complete understanding of the IWPB products, propositions and services, including the global service standards, and the ability to communicate this effectively to customers

Experience in dealing with emerging affluent and affluent customer in proposing product and services

Adept of developing a networking strategy and proven ability to achieve activity and outcome goals

Knowledge of competitor activity, propositions and offers

Ability to manage high network clients

Strong communications and interpersonal skills

Strong negotiation skills

Good team player

Excellent problem solving skills

Effective / seamless handover of customer relationships to those with appropriate skills to manage them

Customer service orientation

Risk awareness

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 working 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.

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