Generador de Talento Ejecutivo Premier

HSBC
Mexico
Workplace: OnsiteFull timeFunction: People, HR & TalentExperience: 3+ yearsEducation: bachelorsSkills: ["Customer orientation","Consultative selling","Teamwork","Problem solving","Resilience"]

Serve and advise assigned ONE and Premier customer portfolios with the highest daily service level, providing personalized financial guidance for short-, mid-, and long-term needs. Manage a growing client base to ensure timely retention and reduce churn risk, while expanding and diversifying the product portfolio (investment, protection, credit, and deposits) to improve NPS and branch objectives. Work with business units and specialists and maintain end-to-end case follow-up.

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FursaFursa
HSBC
HSBC
1 day ago

Generador de Talento Ejecutivo Premier

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Serve and advise assigned ONE and Premier customer portfolios with the highest daily service level, providing personalized financial guidance for short-, mid-, and long-term needs. Manage a growing client base to ensure timely retention and reduce churn risk, while expanding and diversifying the product portfolio (investment, protection, credit, and deposits) to improve NPS and branch objectives. Work with business units and specialists and maintain end-to-end case follow-up.
Location: Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: People, HR & Talent
Seniority: Mid level

Key Responsibilities

  • •Provide high-level service to the assigned ONE and Premier customer portfolio for day-to-day financial requests.
  • •Deliver personalized financial advisory to support customer needs across short, mid, and long-term horizons.
  • •Administer a progressively growing portfolio, ensuring timely retention and minimizing churn risk and impact.
  • •Expand and diversify the product portfolio (investment, protection, credit, and deposits) with support from business units and specialists.
  • •Contribute to NPS and branch goals while performing end-to-end portfolio and case/request follow-up.

Pay and Benefits

Perks:Life InsuranceHealth InsurancePaid LeaveAnnual BonusMedical Coverage

Key Requirements

  • •Bachelor’s degree in Economics/Business Administration/Finance (Administration, Finance, Economics or related), completed or degree earned.
  • •3+ years of experience in customer service and/or customer support.
  • •2+ years of sales experience, preferably in the financial sector.
  • •Retail/private banking or portfolio management experience and/or consultative sales (ideal 2–5+ years, adjustable).
  • •Valid AMIB 1.5 AFI certification (or ability to obtain it as needed for the role).
Experience:3+ yearsRetail bankingFinancial servicesConsultative salesCustomer service
Education:Bachelor's in Económico-Administrativa o Financiera (Administración, Finanzas, Economía o afín)
Skills:Customer orientationConsultative sellingTeamworkProblem solvingResilience
Certifications:AMIB 1.5 AFI
Languages:English (basic/conversational)
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