HSBC

1 week ago

Subdirector Ventas Institucionales y Previsión Social (Cuauhtemoc, Distrito Federal, MX, 06500)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Build, develop, and manage a dedicated client portfolio for asset management in Mexico with a focus on pensions, savings funds, and related entities. Own an end-to-end prospecting and sales pipeline, lead proposal structuring, negotiation, closing, and onboarding, and coordinate with Product, Investments, Operations, Legal, and Compliance. Ensure regulatory and risk management compliance, maintain strong CRM discipline, and monitor AUM, net flows, and revenue while supporting the bank’s enterprise clients.

Location: Mexico

Workplace: Onsite

Employment Type: Full time

Job Function: Government & Public Administration

Seniority: Director level

Key Responsibilities

•Build and manage a dedicated client portfolio focused on social security and technical reserves, meeting AUM, net flows, and revenue targets.
•Generate, qualify, and manage an end-to-end prospect pipeline (prospecting through closing/onboarding) with disciplined CRM usage and reference follow-up.
•Position, structure, and commercialize investment funds/solutions for social security, technical reserves, and treasury surplus.
•Coordinate execution with Product, Investments, Operations, Legal, and Compliance to ensure timelines, quality, and regulatory compliance.
•Monitor and report AUM, net flows, and revenue; analyze variances, propose actions, and identify improvement opportunities across market/channels/processes.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•Bachelor’s degree in Business Administration, finance, or economics.
•Expertise in the investment funds product and related solutions (savings funds, savings boxes, and defined contribution pension plans).
•Technical knowledge of market behavior and its impact by asset type.
•Knowledge of the regulations applicable to investment funds and their impact on commercial activity.
•Commercial experience selling to clients, including knowledge of ethics practices regulations and the securities market law; AMIB certification (1.5, 2, or 3).

Experience:Asset management

Education:Bachelor's in Administracion de Empresas, finanzas, economía

Skills:NegotiationRisk managementRegulatory complianceClient relationship buildingCommercial discipline

Certifications:AMIB 1.5AMIB 2AMIB 3

Tech Stack:CRM

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

1 week ago

Subdirector Ventas Institucionales y Previsión Social (Cuauhtemoc, Distrito Federal, MX, 06500)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Mexico

Workplace: Onsite

Employment Type: Full time

Job Function: Government & Public Administration

Seniority: Director level

Key Responsibilities

•Build and manage a dedicated client portfolio focused on social security and technical reserves, meeting AUM, net flows, and revenue targets.
•Generate, qualify, and manage an end-to-end prospect pipeline (prospecting through closing/onboarding) with disciplined CRM usage and reference follow-up.
•Position, structure, and commercialize investment funds/solutions for social security, technical reserves, and treasury surplus.
•Coordinate execution with Product, Investments, Operations, Legal, and Compliance to ensure timelines, quality, and regulatory compliance.
•Monitor and report AUM, net flows, and revenue; analyze variances, propose actions, and identify improvement opportunities across market/channels/processes.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•Bachelor’s degree in Business Administration, finance, or economics.
•Expertise in the investment funds product and related solutions (savings funds, savings boxes, and defined contribution pension plans).
•Technical knowledge of market behavior and its impact by asset type.
•Knowledge of the regulations applicable to investment funds and their impact on commercial activity.
•Commercial experience selling to clients, including knowledge of ethics practices regulations and the securities market law; AMIB certification (1.5, 2, or 3).

Experience:Asset management

Education:Bachelor's in Administracion de Empresas, finanzas, economía

Skills:NegotiationRisk managementRegulatory complianceClient relationship buildingCommercial discipline

Certifications:AMIB 1.5AMIB 2AMIB 3

Tech Stack:CRM

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn