Description
We are seeking an Executive Account Generator One Santa Fe to join our team at HSBC México. As an Executive Account Generator, you will provide comprehensive financial advice to offer suitable solutions for managing each client's wealth, aiming to establish long-term relationships and consolidate high-value client portfolios.
You will work closely with various segments and branch members to provide clients with tailored solutions that meet their needs. Your goal will be to deliver exceptional service, detect and profile high-value clients, and collaborate with different segments to cover client needs comprehensively.
Responsibilities:
- Provide integral financial advice to clients
- Generate long-term relationships with high-value clients
- Consolidate client portfolios
- Work with various segments and branch members
- Deliver exceptional service
Requirements:
- Bachelor's degree in Administration, Finance, Economics, or related field
- Minimum 1 year of sales and customer service experience
- Experience in client management and financial product sales (ideally 1-3 years)
- Knowledge of administrative/operational tools, local regulations, and good customer protection practices
- Basic English skills (desirable)
Skills:
- Product and market knowledge
- Trust advisor
- Resilience
- Customer-centric mindset
- Collaboration
- Risk identification
- Digital and technological literacy
Benefits:
- Direct hiring by the bank
- Base salary
- Quarterly performance bonus
- Christmas bonus
- Vacation premium
- Life insurance
- Major medical expense insurance
- Loans
- Discounts on bank products
- Active participation in sustainability/social responsibility programs
- Discounts at over 9,000 establishments
- Career plan aligned with your aspirations
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://portal.careers.hsbc.com/careers/job/563774612318111