Ejecutivo Premier

We are seeking a Premier Executive to join our team at HSBC México. As a Premier Executive, you will provide top-notch service to assigned clients from the ONE and Premier segments, addressing their daily financial needs and offering personalized advice to satisfy their short-term, medium-term, and long-term financial requirements.

You will manage a growing portfolio, ensuring timely retention and minimizing risks and impact from client departures. Additionally, you will grow and diversify the product portfolio (investment, protection, credit, and capture) with the support of business units and specialists, contributing positively to NPS and branch objectives.

Responsibilities:

• Provide high-level service to clients and offer personalized financial advice.
• Manage a growing portfolio, focusing on client retention and risk minimization.
• Grow and diversify the product portfolio.
• Collaborate with business units and specialists.

Requirements:

• Bachelor's degree in Economics, Finance, Administration, or related fields.
• At least 3 years of experience in customer service or sales.
• At least 2 years of experience in sales, preferably in the financial sector.
• Experience in retail banking, wealth management, or consultative sales (2-5 years).
• AMIB 1.5 AFI certification (or willingness to process).
• Knowledge of external markets and regulations.
• Familiarity with financial mathematics.
• Understanding of operational systems and branch procedures.
• Knowledge of Premier products: investments, insurance, credit, and capture.
• Familiarity with risk profiling, suitability, and advisory documentation.
• Compliance with KYC/AML, data privacy, and fraud prevention.
• Basic English skills (conversational).
• Proficiency in Microsoft Office.
• Portfolio management and case tracking.
• Passion for sales and solution-focused approach.

Skills:

• Client-oriented and consultative sales.
• Teamwork and collaboration with specialists.
• Results-driven and problem-solving.
• Situational management, negotiation, and resilience.
• Clear, impactful, and influential communication.
• Organization, punctuality, and follow-up discipline.
• Ability to build trust relationships with clients.
• Integrity and responsible sales execution.

Benefits:

• Direct hiring by the bank.
• Base salary, quarterly performance bonus, Christmas bonus, and vacation premium.
• Life insurance and major medical expense insurance.
• Credits and discounts on bank products.
• Active participation in sustainability and social responsibility programs.
• Discounts at over 9,000 establishments.
• Career plan aligned with your aspirations.