Premier Executive

Description

Job Summary: Provides personalized financial advisory services and the highest level of service to the Premier and Mass Affluent Advance client portfolios, managing portfolio retention and growth. Key Highlights: 1. Personalized financial advisory services and premium-level customer service. 2. Professional development opportunities in the commercial area. 3. A holistic well-being and work-life balance culture. Premier Account Executive HSBC Mexico offers career development opportunities for individuals with an outstanding service attitude, excellent client interaction skills, a passion for sales, and an ambition to grow professionally within the Commercial area as an Advance Account Executive. Primary Responsibility: Deliver the highest level of service to assigned clients from the Mass Affluent Advance and Premier segments for their day-to-day financial needs, along with personalized advisory services aimed at fulfilling their short-, medium-, and long-term financial requirements. Ensure timely client portfolio retention and drive growth of the assigned clients’ product portfolios through collaboration with 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 in the financial sector. Minimum 2 years of experience with Premier products and services. AMIB certification (Financial Intermediary Figure). Knowledge of markets and external regulations. Knowledge of financial mathematics. Familiarity with 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 mindset. Teamwork. Results-driven / Problem-solving orientation. Situational management and negotiation skills. Excellent communication skills. Adaptability to change, organizational skills, and punctuality. Ease of building rapport with clients. 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/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, 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." "At HSBC, we offer our colleagues additional paid leave days so they can fully enjoy their wedding, care for a new family member, or grieve the loss of a loved one. Our industry-leading 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 well-being, balance, and self-care." "We want you to be part of our team! Discover what it’s like to work with us!" https://www.youtube.com/embed/zjrWwmYbXqo