Description
We are seeking a Premier Executive to join our team at HSBC México. As a Premier Executive, you will be responsible for providing the highest level of service to assigned clients in the Mass Affluent Advance and Premier segments, meeting their daily financial needs, and offering personalized advice to satisfy their short-term, medium-term, and long-term financial needs.
You will also be responsible for timely retention of your portfolio and growing the product portfolio of assigned clients 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 attention
- Minimum 4 years of experience in sales, preferably in the financial sector
- Minimum 2 years of experience with Premier products and services
- AMIB Figure 1 certification
- Knowledge of markets and external regulations
- Knowledge of Financial Mathematics
- Familiarity with operational systems and branch procedures
- Intermediate English language skills
- Proficiency in Microsoft Office
- Ability to identify and develop businesses
- Portfolio management
- Passion for sales
- Detection of customer needs
Schedule: Monday to Saturday
Skills:
- Customer and sales orientation
- Teamwork
- Results-oriented/problem-solving
- Situational management and negotiation skills
- Excellent communication skills
- Adaptability to change, organization, and punctuality
- Ability to relate to customers
We offer:
- Direct recruitment by the Bank
- Base salary, quarterly bonus for performance, Christmas bonus, vacation bonus, life insurance, major medical expense insurance, credits, discounts on Bank products, active participation in sustainability/social responsibility programs, discounts at over 9,000 establishments, and a career plan tailored to your aspirations.
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