Premier Executive Trainee Program

Description

Job Summary: Provide service and personalized financial advisory to a portfolio of customers, managing portfolio retention and growth of product offerings. Key Highlights: 1. Professional development in the Commercial area with HSBC Mexico 2. Personalized financial advisory services for Mass Affluent Advance and Premier customers 3. Opportunity for portfolio growth and business development **Premier Executive** 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 a Premier \- Advance 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 satisfying their short-, medium-, and long-term financial requirements. Timely retention of the assigned portfolio and expansion of the product portfolio for assigned customers 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 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. * Familiarity with 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 mindset. * Teamwork. * Results-driven / Problem-solving orientation. * Situational management and negotiation skills. * Excellent communication skills. * Adaptability to change, organizational skills, and punctuality. * Ability to build rapport with customers.