Premier Executive

Description

Job Summary: Provide high-level financial advisory and service to the Advance and Premier customer portfolio, managing retention and growth of the product portfolio. Key Highlights: 1. Professional development in the Commercial area with an excellent service attitude. 2. Personalized financial advisory for Mass Affluent Advance and Premier customers. 3. Opportunity to grow the product portfolio of assigned customers. HSBC Mexico offers career development opportunities for individuals with an excellent service attitude, strong customer interaction skills, a passion for sales, and a vision to grow professionally in the Commercial area as an Advance Account Executive. **Primary Responsibility:** Deliver the highest level of service to assigned Mass Affluent Advance and Premier customers for their day-to-day financial needs, as well as personalized advisory services aimed at satisfying their short-, medium-, and long-term financial requirements. Ensure timely customer retention and growth of the product portfolio of 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 of experience in customer service and/or customer support. * Minimum 4 years of sales experience, preferably in 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. * Knowledge of operational systems and branch 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. * Teamwork. * Results-driven / Problem-solving. * Situational management and negotiation skills. * Excellent communication skills. * Adaptability to change, organization, and punctuality. * Ability to build rapport with customers. **We Offer:** Direct employment by 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 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 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 to our employees, as well as protecting their labor and social rights."