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Job Summary: HSBC Mexico is seeking an Advance Account Executive to provide service and personalized financial advisory services to Mass Affluent Advance and Premier customers, managing their portfolios and growing their product portfolios. Key Highlights: 1. Opportunity to build a professional career in the Commercial area. 2. Personalized financial advisory services for Mass Affluent Advance and Premier customers. 3. Management of customer portfolios and growth of product portfolios. *At HSBC Mexico, we offer opportunities to build a professional career for individuals with an outstanding service attitude, excellent customer interaction skills, passion for sales, and ambition to grow within the Commercial area as an Advance Account Executive.* ***Primary Responsibility.*** *Deliver the highest level of service to assigned Mass Affluent Advance and Premier customer 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 retention of assigned customer portfolios and expansion of their 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 customer support.* * *Minimum 4 years of sales experience, preferably within 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. * Knowledge of operational systems and branch procedures. * Intermediate English language proficiency. * Proficiency in Microsoft Office suite. * Business identification and development. * Portfolio management. * Passion for sales. * Customer 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 customers. **We Offer.** Direct employment by the Bank. Base salary, quarterly performance bonus, thirteenth-month bonus (aguinaldo), vacation premium, life insurance, major medical expense insurance, loans, discounts on Bank products, active participation in sustainability/corporate 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 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 paid leave package is at the forefront in Mexico. Now you have one more reason to join HSBC and proudly embrace a holistic culture of wellbeing, balance, and self-care."
