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.).