Job Summary: We are seeking an Advance Account Executive for HSBC Mexico with excellent service attitude, passion for sales, and vision for growth in the Commercial area. Key Highlights: 1. We offer opportunities to build a professional career. 2. Focus on service and personalized advisory for Premier and Advance customers. 3. Business development and portfolio management. **Premier \- Advance Account Executive.** HSBC Mexico offers opportunities to build a professional career for individuals with outstanding service attitude, 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 aimed at fulfilling their short-, medium-, and long-term financial requirements. Ensure timely portfolio retention and expand the product portfolio of assigned customers 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 relations. * Minimum 4 years of sales experience, preferably in the financial sector. * Minimum 2 years of experience with Premier products and services. * AMIB Figure Certification. * Knowledge of markets and external regulations. * Knowledge of Financial Mathematics. * Knowledge of branch operational systems and 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. * Ease in building relationships with customers. **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."
Juan García
Indeed · HR
Juan García
Indeed · HR
