Ejecutivo Premier (Uruapan, MIC, MX, 60120)

HSBC
Mexico
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 3+ yearsEducation: bachelorsSkills: ["Customer orientation","Consultative selling","Teamwork","Problem-solving","Negotiation"]

Provide high-touch financial service to assigned ONE and Premier client portfolios, delivering day-to-day guidance and personalized advice across short-, mid-, and long-term needs. Manage and grow a progressively increasing book of business, supporting retention, minimizing client churn risk, and diversifying product offerings (investment, protection, credit, and deposits). Coordinate with business units and specialists to improve NPS and achieve branch goals.

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HSBC
HSBC
4 hours ago

Ejecutivo Premier (Uruapan, MIC, MX, 60120)

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide high-touch financial service to assigned ONE and Premier client portfolios, delivering day-to-day guidance and personalized advice across short-, mid-, and long-term needs. Manage and grow a progressively increasing book of business, supporting retention, minimizing client churn risk, and diversifying product offerings (investment, protection, credit, and deposits). Coordinate with business units and specialists to improve NPS and achieve branch goals.
Location: Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Deliver the highest level of service to the assigned ONE and Premier client portfolios for their daily financial needs.
  • •Provide personalized financial advice for short-, mid-, and long-term planning, aligned with client satisfaction.
  • •Manage a growing client portfolio to ensure timely retention and minimize churn risk and impact.
  • •Grow and diversify product offerings (investments, protection, credit, and deposits) in coordination with business units and specialists.
  • •Contribute to NPS and branch objectives through end-to-end case/request follow-up and responsible sales execution.

Pay and Benefits

Perks:Life InsuranceHealth InsurancePaid LeaveEmployee Discounts

Key Requirements

  • •Bachelor’s degree in Economics/Business Administration/Finance (or related), completed or degree obtained.
  • •3+ years of experience in customer service/attention.
  • •2+ years of sales experience (preferably in financial services); consultative sales and/or portfolio management experience (ideal 2–5+ years).
  • •Valid AMIB 1.5 AFI (Investment Funds Advisor) certification (or ability to obtain as needed).
  • •Knowledge of external markets/regulations, financial mathematics, KYC/AML/data privacy/fraud prevention, and Premier products (investments, insurance, credit, deposits).
Experience:3+ yearsFinancial servicesBankingRetail bankingWealth management
Education:Bachelor's in Económico-Administrativa o Financiera (Administración, Finanzas, Economía o afín)
Skills:Customer orientationConsultative sellingTeamworkProblem-solvingNegotiation
Certifications:AMIB 1.5 AFI (Asesor de Fondos de Inversión)
Languages:English
Tech Stack:Microsoft Office

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
Glassdoor: 3.6
WebsiteLinkedIn