Role Overview
We’re currently seeking an experienced professional to join our team in the role of Business Development Director – UK Intermediaries. This role forms an integral part of the overall Independent Financial Advisors (IFA) sales coverage model for UK Wholesale and as part of our sales function you will increase UK Wholesale growth within HSBC’s Multi Asset investment. You’ll be responsible for fostering relationships with existing and newly originated IFA’s in order to grow assets under management (AUM) within tier one, two and three IFA’s. The role works in a regional structure managing a portfolio of identified clients, meaning that although you’ll be have an office base there will be a high degree of field based work and travel across the North West, Yorkshire and North East territory to conduct client meetings. This role is a specialist advisor and does not directly sell or provide investment products to end user investors and is Non-Regulated.
Responsibilities
* Develop key clients across tier one, two and three intermediary / IFA clients in UK Wholesale and increase AUM of HSBC’s Multi Asset platform
* Deliver key performance indicators for clients in the region by means of effective account management and planning to achieve individual and regional sales targets
* Deliver a range of client activities across the region by hosting and attending events, functions and meetings with IFA’s
* Achieve a high level of client activity using phone, email, written and in person and capture that activity in the CRM platform to track the sales pipeline
* Effectively collaborate with internal colleagues and teams including Wholesale to deliver key regional objectives
* Consistently deliver a high standard of interaction with clients and following agreed processes and controls
Qualifications
* Live within the boundaries of the region (North West, Yorkshire and North East) and be comfortable with extensive travel for client meetings
* A deep knowledge and understanding of regulated Asset Management products and services particularly Multi Asset Investments
* High level of knowledge of the IFA investor landscape including a demonstrable network of contacts
* Possess very strong consultative approach nature that engenders a ‘Trusted Advisor’ status within a varied stakeholder group across internal and external audiences
* Demonstrate strong commercial sales acumen with the ability to analyse, interpret and distil information and data into easily digestible content
* Excellent written and verbal communication skills with evidence of preparing presentations and delivering content at corporate events and functions
* Extremely well organised and takes a pragmatic approach to dealing with multiple demands on your time and managing tasks with conflicting priorities
Benefits
As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.
EEO Statement
Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
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