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HSBC Global Services Limited

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Premier Executive

Location

Mexico

Posted

42 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Premier Executive

HSBC Global Services Limited

Role Description Prestar un alto nivel de servicio y/o asesoría vía telefónica a todos los clientes Premier Advance de la cartera de las sucursales asignadas y ayudar al cliente a la cobertura de sus necesidades financieras. Retener y crecer el portafolio de productos de los clientes asignados con el apoyo de los colaboradores de sucursal. Mantener los niveles de servicio de acuerdo a la estrategia HSBC Premier Global. - Administración del portafolio de clientes Premier Advance - Incrementar el balance en productos de inversión de la cartera de clientes asignada, para que los clientes cumplan con los requerimientos de capital mínimos para ser Premier Advance. - Analizar y realizar periódicamente las revisiones individuales a sus clientes para identificación de necesidades. - Brindar excelencia en el servicio. - Pro-actividad en la solución pronta y efectiva a cualquier tipo de situación presentada por el cliente, de una forma cortés, empática y profesional. - Asesorar a sus clientes sobre soluciones financieras que empaten a la medida con sus necesidades, tales como: productos de inversión, protección, crédito, entre otros. - Apoyar la gestión de "know your customer" y expedientes a través de las sucursales donde resida la cuenta del cliente, de acuerdo a las circulares que apliquen para este tema. - Cumplir con los requisitos de normatividad y confidencialidad aplicables. Qualifications - Atención en sucursal o a distancia - Conocimiento en inversiones (AMIB 3) - Conocimiento de sistemas institucionales (Hogan, Filiales, PSSW, Leap, Kroner, E-champs, SCC) - Ventas de productos financieros - Habilidad para las ventas - Escucha activa - Manejo de objeciones - Facilidad de palabra - Lenguaje financiero/bancario - Facilidad de negociación con venta cruzada - Poder de convencimiento - Empatía Benefits - Mayor cantidad de días para disfrutar de eventos personales como bodas o el cuidado de nuevos integrantes de la familia. - Paquete de vacaciones pagadas a la vanguardia en México. - Cultura de bienestar, equilibrio y cuidado.

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