Premier Executive

Description

Job Summary: We are seeking a Premier Executive with an excellent service attitude, passion for sales, and commercial vision to advise Advance and Premier clients on their financial needs and retain their portfolio. Key Highlights: 1. Offers professional development in a commercial and customer service role. 2. Personalized financial advisory services to high-value clients. 3. Opportunity for portfolio and product portfolio growth. **Premier Executive** HSBC Mexico offers career development opportunities for individuals with an outstanding service attitude, strong client interaction skills, enthusiasm for sales, and ambition 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 requirements, as well as personalized advisory services aimed at fulfilling their short-, medium-, and long-term financial needs. Timely portfolio retention and expansion 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 support. Minimum 4 years of sales experience; preferably within the financial sector. Minimum 2 years of experience with Premier products and services. AMIB Figure Certification Level 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 management. Sales orientation (passion). 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 of client relationship building. **We Offer:** Direct employment with the Bank. Base salary, quarterly performance bonus, year-end bonus, 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 characteristic." "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 clients, communities, regulators, and each other." "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."