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Job Summary: Provide service and personalized financial advisory to Mass Affluent Advance and Premier customers, managing and growing their product portfolios. Key Highlights: 1. Professional development in the Commercial area as an Advance Account Executive 2. Personalized financial advisory for exclusive segments 3. Opportunity to expand product portfolio **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.** HSBC Mexico offers career development opportunities for individuals with an outstanding service attitude, excellent 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 aimed at satisfying their short-, medium-, and long-term financial requirements. Timely retention of the assigned customer portfolio and expansion of clients’ product portfolios 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 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 orientation / 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, thirteenth-month pay, vacation bonus, life insurance, major medical expense insurance, loans, discounts on Bank products, active participation in sustainability/corporate 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 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 to our employees, as well as protecting their labor and social rights." "At HSBC, we offer our colleagues additional paid leave days so they can fully enjoy their wedding, care for a new family member, or cope with the loss of a loved one. Our paid leave package is at the forefront in Mexico. Now you have one more reason to join HSBC and proudly embrace a culture of holistic wellbeing, balance, and self-care."
