Role Purpose

Coordinate and implement business and sales strategies that meet and/or exceed the goals set for the Region in terms of acquiring new clients, growth in customer acquisition, placement of financial products, profitability and proper management of the client portfolio assigned to its Executives, planning, directing and managing the human and material resources under its charge, guaranteeing a level of customer service based on the global standards set for HSBC Premier Advance and ensuring that the resources under its charge comply with regulations and adhere to policies defined by HSBC.

Principal Accountabilities: Key activities and decision making areas

• Direct and supervise Premier Advance Managers and Premier Advance Account Executives under his/her charge in constant coordination with Regional Directors and Branch Assistant Directors.

• Establish and execute commercial strategies that allow for an increase in the collection of resources (deposits and investments) and the number of new clients in the ABC segment and in compliance with regulations.

• Advising and supervising the sales force under his/her charge to ensure the correct offer based on the needs and investor profile of the client, with the objective of establishing a long-term business relationship and that said offer can be adapted to the client's life cycle, ensuring that the sales approach is a comprehensive value proposition to the client and not from a product point of view.

• Developing the business by coordinating cross-selling with other HSBC products and segments (Insurance, CIB/CMB, PCS, GBM, Payroll, Mortgage, Business Banking, etc.).

Role Purpose

Coordinate and implement business and sales strategies that meet and/or exceed the goals set for the Region in terms of acquiring new clients, growth in customer acquisition, placement of financial products, profitability and proper management of the client portfolio assigned to its Executives, planning, directing and managing the human and material resources under its charge, guaranteeing a level of customer service based on the global standards set for HSBC Premier Advance and ensuring that the resources under its charge comply with regulations and adhere to policies defined by HSBC.

Principal Accountabilities: Key activities and decision making areas

• Direct and supervise Premier Advance Managers and Premier Advance Account Executives under his/her charge in constant coordination with Regional Directors and Branch Assistant Directors.

• Establish and execute commercial strategies that allow for an increase in the collection of resources (deposits and investments) and the number of new clients in the ABC segment and in compliance with regulations.

• Advising and supervising the sales force under his/her charge to ensure the correct offer based on the needs and investor profile of the client, with the objective of establishing a long-term business relationship and that said offer can be adapted to the client's life cycle, ensuring that the sales approach is a comprehensive value proposition to the client and not from a product point of view.

• Developing the business by coordinating cross-selling with other HSBC products and segments (Insurance, CIB/CMB, PCS, GBM, Payroll, Mortgage, Business Banking, etc.).

The role holder needs to have knowledge and experience in the following areas:

Advanced Knowledge:
• Bachelor's degree in Economics-Administration or Engineering, (Master's degree desirable).
• Management of client portfolios in the financial sector.
• More than 10 years of experience in the financial sector.
• Experience in customer service and service.
• AMIB 3 Certification.

Advanced Skills:
• Highly developed communication skills.
• Highly developed negotiation skills.
• Adaptability to change.
• Advanced skills in controls and effective decision making.

Intermediate Skills:
• Mastery of English.
• Strategic vision.
• Teamwork and focus on results.
• Leadership, motivation skills and group management.

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”.

The role holder needs to have knowledge and experience in the following areas:

Advanced Knowledge:
• Bachelor's degree in Economics-Administration or Engineering, (Master's degree desirable).
• Management of client portfolios in the financial sector.
• More than 10 years of experience in the financial sector.
• Experience in customer service and service.
• AMIB 3 Certification.

Advanced Skills:
• Highly developed communication skills.
• Highly developed negotiation skills.
• Adaptability to change.
• Advanced skills in controls and effective decision making.

Intermediate Skills:
• Mastery of English.
• Strategic vision.
• Teamwork and focus on results.
• Leadership, motivation skills and group management.

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”.