Premier Executive

Description

Job Summary: Delivers high-level service and personalized financial advisory to a portfolio of clients, aiming to retain and grow the portfolio. Key Highlights: 1. Professional development in the Commercial area as a Premier Executive 2. Personalized financial advisory services for Mass Affluent Advance and Premier clients 3. Promotion of an inclusive culture with equal opportunities HSBC Mexico offers career development opportunities for individuals with an excellent service attitude, strong client interaction skills, passion for sales, and aspiration to grow professionally in the Commercial area as a Premier Executive. **Primary Responsibility:** Provide the highest level of service to assigned clients from 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 retention of the assigned client portfolio and growth of the product portfolio for assigned clients 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 care. * 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. * 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. * Teamwork. * Results-driven / Problem-solving. * Situational management and negotiation skills. * Excellent communication skills. * Adaptability to change, organization, and punctuality. * Ability to build rapport with clients. **We Offer:** Direct employment by the Bank. Base salary, quarterly performance bonus, year-end bonus (aguinaldo), vacation premium, 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 each other with dignity and respect, fostering an inclusive culture that promotes equal opportunities. 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." "We want you to join our team! Discover what it’s like to work with us!"