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Job Summary: HSBC Mexico is seeking an Advance Account Executive to manage Mass Affluent and Premier client portfolios, delivering personalized financial services and advisory support. Key Highlights: 1. Professional development in the Commercial area with an excellent service attitude. 2. Personalized financial advisory and client portfolio retention. 3. Inclusive culture, equal opportunities, and holistic well-being. HSBC Mexico offers career development opportunities for individuals with an excellent service attitude, strong client interaction skills, passion 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 needs, along with personalized advisory support aimed at fulfilling their short-, medium-, and long-term financial requirements. Timely portfolio retention and growth of assigned clients’ product portfolios through collaboration with 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. * 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. * 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, 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 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 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." "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 industry-leading in Mexico. Now you have another reason to join HSBC and proudly embrace a culture of holistic well-being, balance, and self-care."
