Remote Premier Executive

Description

Job Summary: This role involves delivering high-level telephone-based service and advisory support to Premier Advance clients, managing their financial product portfolios, and ensuring their needs are met in alignment with the global HSBC Premier strategy. Key Highlights: 1. Specialized service and advisory support for Premier Advance clients. 2. Portfolio management and growth of financial products. 3. Service excellence and proactive solution delivery. **Please note this job advertisement is only available in Spanish. To view the job, select ‘Español \- ES’ from the language selector in the page menu.** **Purpose of the Role:** To deliver a high standard of telephone-based service and/or advisory support to all Premier Advance clients within the assigned branch portfolio, assisting them in meeting their financial needs. Retain and grow the product portfolio of assigned clients with support from branch colleagues. Maintain service levels in accordance with the global HSBC Premier strategy. **Key Responsibilities:** Management of the Premier Advance client portfolio Increase investment product balances within the assigned client portfolio so that clients meet the minimum capital requirements to qualify as Premier Advance. Analyze and conduct periodic individual reviews of clients to identify needs. Deliver service excellence. Pro\-actively resolve any client issue promptly and effectively, in a courteous, empathetic, and professional manner. Advise clients on tailored financial solutions aligned with their needs, such as investment, protection, and credit products, among others. Support "know your customer" (KYC) and file management through the branches where the client’s account is held, in compliance with applicable circulars. Comply with applicable regulatory and confidentiality requirements. **Role Requirements:** In-branch or remote service delivery Investment knowledge (AMIB 3\) Familiarity with institutional systems (Hogan, Filiales, PSSW, Leap, Kroner, E\-champs, SCC)Financial product sales Sales skills Active listening Handling objections Verbal fluency Financial/banking terminology Negotiation skills with cross-selling capability Persuasive ability Empathy 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 difference, 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. At HSBC, we offer our employees additional days off to fully enjoy their wedding, care for a new family member, or grieve the loss of a loved one. Our paid vacation package is industry-leading in Mexico — now you have another reason to join HSBC and proudly embrace a culture of wellbeing, balance, and care. “Join our team! Discover what it’s like to work with us.”