HSBC Group is hiring an Account Executive

HSBC Group is hiring an Account Executive (Ejecutivo de Cuenta Advance) in Mexico to deliver the highest level of personalized service and financial advice to an assigned portfolio of clients within the Mass Affluent Advance and Premier segments. You will focus on portfolio retention and growing client product holdings.

What You'll Do

• Provide the highest level of service for clients' day-to-day financial requirements.
• Offer personalized financial advice to meet clients' short, medium, and long-term needs.
• Conduct timely retention of the assigned client portfolio.
• Grow the product portfolio of assigned clients through collaboration with business units.

What We're Looking For

• Bachelor's degree in an Economic-Administrative or Financial field (completed or in progress) or completed high school diploma.
• Minimum of 4 years of experience in customer service and/or client support.
• Minimum of 4 years of experience in sales.
• Minimum of 2 years of experience with Premier products and services.
• Certificación Figura AMIB.
• Knowledge of markets and external regulations.
• Knowledge of Financial Mathematics.
• Knowledge of branch operational systems and procedures.
• Intermediate English language proficiency.
• Proficiency in Microsoft Office suite.
• Ability to identify and develop business opportunities.
• Ability to manage a client portfolio.
• A passion for sales.
• Skill in detecting client needs.
• Schedule availability from Monday to Saturday.

Nice to Have

• Sales experience, preferably in the financial sector.

Technical Stack

• Microsoft Office

Benefits & Compensation

• Direct hiring by the Bank.
• Base salary.
• Quarterly performance bonus.
• Aguinaldo.
• Vacation premium.
• Life insurance.
• Major medical expense insurance.
• Loans.
• Discounts on Bank products.
• Active participation in sustainability/social responsibility programs.
• Discounts at over 9,000 establishments.
• Career plan aligned with your aspirations.
• Paid leave package at the forefront in Mexico.

Work Mode

This role is on-site.

At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. We value difference, advance together, take responsibility for our actions, use good judgment, do the right thing, and make things happen. We are committed to ensuring gender equality and providing constant training to our employees, as well as protecting their labor and social rights. We foster a culture of comprehensive well-being, balance, and self-care.