Premier Executive

Description

Position Summary: We are seeking an Advance Account Executive for HSBC Mexico with an excellent service attitude, passion for sales, and commercial vision, providing personalized financial advisory services to Mass Affluent Advance and Premier clients. Key Highlights: 1. Professional development in the Commercial area 2. High level of service and financial advisory 3. Customer portfolio retention and growth HSBC Mexico offers opportunities to build a professional career for individuals with an outstanding service attitude, strong client interaction skills, enthusiasm for sales, and ambition to grow within the Commercial area as an Advance Account Executive. **Primary Responsibility:** Deliver the highest level of service to assigned Mass Affluent Advance and Premier client portfolios regarding their day-to-day financial needs, as well as customized advisory services aimed at fulfilling their short-, medium-, and long-term financial requirements. Ensure timely portfolio retention and expand 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. * 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. * Client 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 easily engage with clients. **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, hold ourselves accountable 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."