Description
We are seeking a Premier Executive to join our team in HSBC México. As a Premier Executive, you will provide the highest level of service to assigned clients in the ONE 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 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, meeting their financial needs and offering personalized advice.
- Manage a growing portfolio, ensuring timely retention and minimizing risks.
- Grow and diversify the product portfolio.
- Collaborate with business units and specialists.
Requirements:
- Bachelor's degree in Economics, Administration, Finance, or related fields.
- 3+ years of experience in customer service or attention.
- 2+ years of experience in sales, preferably in the financial sector.
- 2-5+ years of experience in retail banking, wealth management, portfolio management, or consultative sales.
- AMIB 1.5 AFI certification (or willingness to process according to the position's needs).
- Knowledge of external markets and regulations.
- Financial Mathematics knowledge.
- Familiarity with operational systems and branch procedures.
- Knowledge of Premier products: investments, insurance, credit, and capture.
- Risk profiling, suitability, and advisory documentation knowledge.
- KYC/AML, data privacy, and fraud prevention knowledge.
- Basic English (conversational).
- Microsoft Office skills.
- Portfolio management and case tracking.
- Sales passion and solution-focused approach.
Skills:
- Customer and consultative sales orientation.
- Teamwork and cross-functional collaboration.
- Results-oriented / problem-solving.
- Situational handling, 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 recruitment 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/social responsibility programs.
- Discounts at over 9,000 establishments.
- Career plan aligned with your aspirations.