Premier Executive

Description

Job Summary: HSBC Mexico is seeking a Premier Account Executive with an outstanding service attitude, passion for sales, and vision for growth in the commercial area to advise and manage a client portfolio. Key Highlights: 1. Professional development in commercial area and Premier customer service 2. Personalized financial advisory for Mass Affluent and Premier customers 3. Opportunity to expand product portfolio and retain client portfolio Premier Account Executive HSBC Mexico offers career development opportunities for individuals with an excellent service attitude, strong client interaction skills, passion for sales, and ambition to grow professionally in the Commercial area as an Advance Account Executive. Primary Responsibility: Deliver the highest level of service to assigned clients within the Mass Affluent Advance and Premier segments for their day-to-day financial needs, as well as personalized advisory services aimed at fulfilling their short-, medium-, and long-term financial requirements. Timely client portfolio retention and expansion of assigned 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 client support. Minimum 4 years of sales experience, preferably in the financial sector. Minimum 2 years of experience with Premier products and services. AMIB Figure 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 mindset. Teamwork. Results-driven / Problem-solving orientation. Situational management and negotiation skills. Excellent communication skills. Adaptability to change, organization, and punctuality. Ease in building relationships with clients. We Offer. Direct employment by the Bank. Base salary, quarterly performance bonus, thirteenth-month bonus (aguinaldo), vacation bonus (prima vacacional), 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 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." "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 paid leave package is leading-edge in Mexico. Now you have one more reason to join HSBC and proudly embrace a culture of holistic wellbeing, 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