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Full-time
bachelor degree, professional certificate
Direct hiring by the bank, Base salary, Quarterly performance bonus, Christmas bonus, Vacation premium, Life insurance
Posted 9d ago
Apply by Aug 17
~40 hrs/week
Spanish
Responsibilities
Provide high-level financial service and personalized advisory to assigned Mass Affluent Advance and Premier clients. Manage portfolio retention and drive product growth through cross-selling and business development.
Requirements
Requires a bachelor's degree in Economics, Finance, Administration, or Engineering and at least 4 years of experience in sales and customer service. Candidates must hold an AMIB 1 certification and possess intermediate English proficiency.
Full job description
Ejecutivo Premier
HSBC México, ofrecemos oportunidades para desarrollar una carrera profesional para personas con excelente actitud de servicio, trato al cliente, gusto por las ventas y visión por desarrollarse en el área Comercial en el puesto de Ejecutivo Premier -
Función principal. Brindar a la cartera de clientes asignada de los segmentos Mass Affluent Advance y Premier, el más alto nivel de servicio en sus requerimientos financieros del día a día, así como asesoría personalizada encaminada a la satisfacción de sus necesidades financieras en el corto, mediano y largo plazo. Realizar una retención oportuna de su cartera así como crecer el portafolio de productos de los clientes asignados a través del apoyo de las unidades de negocio.
Requisitos.
Licenciatura en el área Económico-Administrativa o Financiera o Ingenierías.
Experiencia en servicio y/o atención al cliente, mínimo 4 años.
Experiencia en ventas, mínimo de 4 años, preferente en el sector financiero.
Experiencia en productos y servicios Premier, mínimo 2 años.
Certificación Figura AMIB 1.
Conocimiento de los mercados, regulaciones externas.
Conocimiento de Matemáticas Financieras.
Sistemas operacionales y procedimientos de sucursal.
Idioma Inglés intermedio.
Manejo de paquetería Microsoft Office.
Identificación y desarrollo de Negocios.
Administración de una cartera.
Gusto por las ventas (pasión).
Detección de necesidades del cliente.
Horario de Lunes a Sábado.
Habilidades.
Orientación al cliente y a ventas.
Trabajo en equipo.
Enfoque a resultados / Solución de problemas.
Manejo situacional y habilidad de negociación
Excelentes habilidades de comunicación
Adaptabilidad al cambio, Organización y puntualidad.
Facilidad de relacionarse con clientes.
Ofrecemos.
Contratación directa por parte del Banco.
Sueldo base, bono trimestral por desempeño, aguinaldo, prima vacacional, seguro de vida, seguro de gastos médicos mayores, créditos, descuentos en los productos del Banco, participación activa en programas de sustentabilidad/ responsabilidad social, descuentos en más de 9,000 establecimientos y un plan de carrera acorde a tus aspiraciones.
“En HSBC esperamos que nuestra gente se trate con dignidad y respeto, creando una cultura incluyente que promueva igualdad de oportunidades. Nuestros valores definen quiénes somos como organización y lo que nos distingue, valoramos la diferencia, avanzamos juntos, nos hacemos responsables de nuestras acciones, usamos el buen juicio, hacemos lo correcto y hacemos que las cosas sucedan”.
“En HSBC nos encontramos orientados a garantizar la igualdad de género y capacitación constante hacia nuestros empleados, así como a la protección de sus derechos laborarles y sociales”.
“¡Queremos que formes parte de nuestro equipo! ¡Descubre cómo es trabajar con nosotros!" https://youtu.be/zjrWwmYbXqo
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking