Description
We are seeking an Elite Banker to join our team in Tijuana, Mexico. As an Elite Banker, you will be responsible for providing exceptional service to high-net-worth clients classified under the Private Client Services (PCS) segment and their close relatives. Clients qualify for this segment with investments worth 20 million pesos or more.
Your main objective will be to develop strategies to attract, acquire, and manage clients with balances of 20 million pesos or more. You will actively manage your client portfolio to identify and meet their needs, increase revenue, and promote financial wealth management solutions.
Key responsibilities:
- Retain and grow existing clients' wealth while acquiring new clients through referrals
- Maintain regular contact with assigned clients, achieving at least 4 meetings per year with clients having balances over 50 million pesos and 2 meetings per year with clients having balances below 50 million pesos
- Collaborate with colleagues, including Premier Executives, Wealth Managers, and HSBC staff
- Identify client needs and recommend suitable products and solutions
- Develop long-term relationships with clients through professional management and high standards of service
- Meet assigned Annual Operating Plan (AOP) targets
You will also be expected to work collaboratively with other areas and segments within HSBC, such as Premier, Advance, and Commercial Banking, to provide comprehensive service to clients.
Requirements:
- Certification in AMIB Figure 3
- Advanced knowledge of investment and fundraising products
- Strong understanding of client needs through personalized interviews, KYC formats, and financial reviews
- High levels of integrity and professionalism, adhering to HSBC's Code of Conduct and internal regulations
- Familiarity with regulatory norms and updates
At HSBC, we value diversity, inclusion, and equal opportunities. We offer a culture of respect, empathy, and transparency, and we encourage our employees to take ownership of their actions and decisions.
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