# Ejecutivo Premier

**Company**: Intl Wealth & Premier Banking
**Location**: Corregidora, Querétaro
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612634579?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/ejecutivo-premier-c3528cc8-99c/

## Description

At HSBC México, we offer opportunities to develop a professional career for individuals with an excellent service attitude, customer treatment, enthusiasm for sales, and vision to develop in the Commercial area as a Premier Executive.

The main function is to provide the assigned client portfolio of segments ONE and Premier with the highest level of service in their daily financial requirements, as well as personalized advice aimed at satisfying their short, medium, and long-term financial needs.

Responsibilities:

- Manage a progressively growing portfolio, ensuring timely retention and minimizing risks and impact from customer exits.

- Grow and diversify the product portfolio (investment, protection, credit, and capture) through support from business units and specialists, positively contributing to NPS and branch objectives.

Requirements:

- Bachelor's degree in Economic-Administrative or Financial area (Administration, Finance, Economics, or similar), completed or titled.

- Experience in customer service and/or attention, minimum 3 years.

- Experience in sales, minimum 2 years, preferably in the financial sector.

- Experience in retail banking/wealth management, portfolio management, or consultative sales, ideally 2-5+ years (adjustable).

- AMIB 1.5 AFI certification (Investment Fund Advisor) current (or availability to process according to the position's need).

- Knowledge of external markets and regulations.

- Knowledge of Financial Mathematics.

- Operational systems and branch procedures.

- Knowledge of Premier products: investments (funds, promissory notes/deposits, and/or structured as applicable), insurance, credit, and capture.

- Knowledge of risk profiling, suitability, and advisory documentation.

- Knowledge and compliance with KYC/AML, data privacy, and fraud prevention.

- Basic English (conversational).

- Handling of Microsoft Office package.

- Portfolio management and end-to-end follow-up of cases/requests.

- Enthusiasm for sales (passion) and focus on solutions.

Skills:

- Customer orientation and consultative sales.

- Teamwork and transversal collaboration with specialists (investments/insurance/mortgage/wealth, when applicable).

- Results-oriented / problem-solving.

- Situational handling, negotiation, and resilience.

- Clear, impactful, and influential communication.

- Organization, punctuality, and follow-up discipline.

- Ability to relate to customers and build trust relationships.

- Integrity and responsible sales execution (transparency, without undue pressure, and with evidence).

We Offer:

- Direct hiring by the Bank.

- Base salary, quarterly bonus for performance, Christmas bonus, vacation premium.

- Life insurance and major medical expense insurance.

- Credits and discounts on Bank products.

- Active participation in sustainability/social responsibility programs.

- Discounts at over 9,000 establishments.

- Career plan according to your aspirations.

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## Skills

### Required
- Financial Mathematics
- Microsoft Office
- Portfolio management
- Risk profiling
- KYC/AML
- English

### Nice to have
- AMIB 1.5 AFI certification
- Experience in retail banking/wealth management

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612634579?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)