Premier Executive

Description

Job Summary: We are seeking a Premier Executive with an outstanding service attitude and commercial vision to advise and manage portfolios of Mass Affluent Advance and Premier clients, aiming for their satisfaction and portfolio growth. Key Highlights: 1. Professional development in the commercial area with a service-oriented and sales-driven attitude. 2. Personalized advisory services for Mass Affluent Advance and Premier clients. 3. Portfolio management, client retention, and growth of financial products. **Premier Executive** HSBC Mexico offers career development opportunities for individuals with an excellent service attitude, strong client interaction skills, enthusiasm for sales, and a vision to grow professionally 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 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 growth of assigned clients’ product portfolios through support from business units. **Requirements:** Bachelor’s degree in Economics/Administration, Finance, or Engineering. 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 1\. Knowledge of markets and external regulations. Knowledge of Financial Mathematics. Branch operational systems and procedures. Intermediate English language proficiency. Proficiency in Microsoft Office suite. Business identification and development. Portfolio administration. Passion for sales. Client 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. Ease in building client relationships. **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 are committed to building a culture where all employees and customers are valued regardless of gender, age, sexual orientation, ethnicity, disability, religious belief, background, or any other personal difference." "HSBC employees act with integrity and courage, standing firm on what is right. We are trustworthy, open to diverse ideas and cultures, and connected with our customers, communities, regulators, and each other." "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."