Description
HSBC Mexico offers career development opportunities for individuals with an excellent service attitude, strong customer interaction skills, passion for sales, and a vision to grow professionally within the Commercial area as an Account Executive.
**Main Responsibility.** Deliver the highest level of service to assigned Mass Affluent Advance and Premier customer portfolios regarding their day-to-day financial needs, as well as personalized advisory services aimed at fulfilling their short-, medium-, and long-term financial requirements. Timely retention of the assigned portfolio and growth of the product portfolio for assigned customers through support from business units.
**Requirements.**
* Bachelor’s degree in Economics, Administration or Finance (in progress or completed) OR completed high school diploma.
* Minimum 4 years’ experience in customer service and/or client relations.
* Minimum 4 years’ experience in sales, preferably within the financial sector.
* Minimum 2 years’ experience with Premier products and services.
* AMIB certification.
* Knowledge of markets and external regulations.
* Knowledge of Financial Mathematics.
* Knowledge of branch operational systems and procedures.
* Intermediate English language proficiency.
* Proficiency in Microsoft Office suite.
* Business identification and development.
* Portfolio management.
* Passion for sales.
* Customer needs identification.
* Working hours: Monday to Saturday.
**Skills.**
* Customer- and sales-oriented mindset.
* Teamwork.
* Results-driven / Problem-solving orientation.
* Situational management and negotiation skills.
* Excellent communication skills.
* Adaptability to change, organization, and punctuality.
* Ability to build rapport with customers.
**We Offer.**
Direct hiring by the Bank.
Base salary, quarterly performance bonus, year-end bonus (aguinaldo), vacation bonus (prima vacacional), life insurance, major medical expense insurance, loans, discounts on Bank products, active participation in sustainability/social responsibility programs, discounts at over 9,000 establishments, and a career development plan aligned with your aspirations.
"At HSBC, we expect our people to treat each other with dignity and respect, fostering an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what sets us apart: we value differences, advance together, take responsibility for our actions, exercise sound judgment, do the right thing, and make things happen."
"At HSBC, we are committed to ensuring gender equality and providing continuous training for our employees, as well as protecting their labor and social rights."