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Job Summary: Provide personalized financial advisory services and a high level of customer service, managing client portfolios and developing product offerings. Key Highlights: 1. Opportunity for professional development in the Commercial area. 2. Inclusive culture that promotes equal opportunities. 3. Focus on holistic well-being and work-life balance. HSBC Mexico offers career development opportunities for individuals with an outstanding service attitude, strong client interaction skills, passion for sales, and ambition to grow professionally in the Commercial area as an Advance Account Executive. **Primary Function:** Deliver the highest level of service to assigned Mass Affluent Advance and Premier client portfolios regarding 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 retention and expansion of the product portfolio for assigned clients 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 certification. * 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 orientation / 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 with the Bank. Base salary, quarterly performance bonus, thirteenth-month pay (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 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 get things done." "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 among the most advanced in Mexico. Now you have another reason to join HSBC and proudly embrace a culture of holistic well-being, balance, and self-care."
