Premier Executive

Description

Job Summary: Deliver the highest level of service and personalized financial advisory to an assigned client portfolio, with a focus on retention and portfolio growth. Key Highlights: 1. Opportunity for professional development in the Commercial area. 2. Focus on customer service and financial advisory. 3. Teamwork and results orientation. HSBC Mexico offers career development opportunities for individuals with an outstanding service attitude, strong client interaction skills, passion for sales, and ambition to grow professionally within the Commercial area as an Account Executive. **Primary Responsibility.** Deliver the highest level of daily financial services and personalized advisory to assigned clients within the Mass Affluent Advance and Premier segments, addressing their short-, medium-, and long-term financial needs. Ensure timely client portfolio retention and grow the product portfolio of assigned clients 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 of experience in customer service and/or client support. * Minimum 4 years of sales experience, preferably within the financial sector. * Minimum 2 years of experience with Premier products and services. * AMIB certification. * Knowledge of markets and external regulations. * Knowledge of financial mathematics. * Familiarity with operational systems and branch procedures. * Intermediate English language proficiency. * Proficiency in Microsoft Office suite. * Business identification and development. * Portfolio management. * Passion for sales. * Client needs identification. * Working hours: Monday to Saturday. **Skills.** * Customer- and sales-oriented. * Teamwork. * Results-focused / Problem-solving. * Situational management and negotiation skills. * Excellent communication skills. * Adaptability to change, organization, and punctuality. * Ability to build rapport with clients. **We Offer.** Direct employment with the Bank. Base salary, quarterly performance bonus, year-end bonus, vacation bonus, 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 one another 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 diversity, 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."