Premier Executive

Description

Job Summary: HSBC Mexico is seeking a Premier Account Executive to provide personalized financial service and advisory to Mass Affluent Advance and Premier clients, managing their portfolio and expanding their product portfolio. Key Highlights: 1. Opportunity for professional development in the Commercial area. 2. Provide personalized financial service and advisory to Premier clients. 3. Focus on identifying and developing business opportunities. Premier Account 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 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, as well as personalized advisory aimed at fulfilling their short-, medium-, and long-term financial requirements. Ensure timely client retention and expand the product portfolios of assigned clients 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 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. 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. Client needs identification. Working hours: Monday to Saturday. Skills: Client- 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 in building relationships with clients. 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 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 differences, advance together, hold ourselves accountable 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 more days off to fully enjoy their wedding, care for a new family member, or grieve the loss of a loved one. Our paid leave package is leading-edge in Mexico. Now you have one more reason to join HSBC and proudly embrace a culture of holistic wellbeing, balance, and self-care." "We want you to be part of our team! Discover what it’s like to work with us!" https://www.youtube.com/embed/zjrWwmYbXqo