HSBC

1 month ago

Generador de Talento Ejecutivo Premier Pedregal (Coyoacan, Distrito Federal, MX, 4500)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Manage a client portfolio consisting of Mass Affluent Advance and Premier segments, delivering the highest level of service and personalized financial guidance. Retain clients, grow product holdings with support from business units, and identify new business opportunities while meeting sales targets in a banking environment.

Location: Mexico

Workplace: Onsite

Employment Type: Full time

Job Function: Government & Public Administration

Seniority: Mid level

Key Responsibilities

•Provide high-level service to assigned Mass Affluent Advance and Premier client portfolios with day-to-day financial needs and personalized guidance.
•Retain clients and grow the portfolio with support from business units through advisory and cross-selling of products.
•Identify business opportunities and develop client relationships to meet financial objectives.
•Manage client portfolios and ensure customer satisfaction through effective communication and issue resolution.
•Collaborate with teams to deliver tailored financial solutions and maintain up-to-date knowledge of markets and regulations.

Pay and Benefits

Perks:Annual BonusLife InsuranceHealth InsuranceDiscounts

Key Requirements

•Bachelor’s degree in Economic-Administrative or Financial field (in progress or completed) or completed high school.
•Minimum 4 years experience in customer service and/or client support.
•Minimum 4 years experience in sales, preferably in the financial sector.
•Minimum 2 years experience with Premier products and services.
•AMIB certification.

Experience:4+ yearsBankingFinancial services

Education:Bachelor's

Skills:Customer orientationTeamworkProblem-solvingNegotiationCommunication

Certifications:AMIB

Languages:EnglishSpanish

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: 3.6

Website LinkedIn

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HSBC

1 month ago

Generador de Talento Ejecutivo Premier Pedregal (Coyoacan, Distrito Federal, MX, 4500)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Mexico

Workplace: Onsite

Employment Type: Full time

Job Function: Government & Public Administration

Seniority: Mid level

Key Responsibilities

•Provide high-level service to assigned Mass Affluent Advance and Premier client portfolios with day-to-day financial needs and personalized guidance.
•Retain clients and grow the portfolio with support from business units through advisory and cross-selling of products.
•Identify business opportunities and develop client relationships to meet financial objectives.
•Manage client portfolios and ensure customer satisfaction through effective communication and issue resolution.
•Collaborate with teams to deliver tailored financial solutions and maintain up-to-date knowledge of markets and regulations.

Pay and Benefits

Perks:Annual BonusLife InsuranceHealth InsuranceDiscounts

Key Requirements

•Bachelor’s degree in Economic-Administrative or Financial field (in progress or completed) or completed high school.
•Minimum 4 years experience in customer service and/or client support.
•Minimum 4 years experience in sales, preferably in the financial sector.
•Minimum 2 years experience with Premier products and services.
•AMIB certification.

Experience:4+ yearsBankingFinancial services

Education:Bachelor's

Skills:Customer orientationTeamworkProblem-solvingNegotiationCommunication

Certifications:AMIB

Languages:EnglishSpanish

Tech Stack:Microsoft Office

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