Role purpose:

Coordinate and implement business and sales strategies that allow meeting and/or exceeding the goals set for the Region in the acquisition of new clients, growth in acquisition, placement of financial products, profitability and correct administration 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 and ensuring that the resources under its charge comply with regulations and adhere to defined policies by HSBC.

Main responsibilities:

Direct and supervise the Premier Managers, Premier Account Executives, Estate Bankers and Support Bankers for their cargo in constant coordination with the Regional Directors and Deputy Directors of Distribution of WPB.Establish and execute commercial strategies that allow increasing the collection of resources (deposits and investments) and the number of new clients in the ABC segment and in compliance with regulations.Based on the Regional goal, ensure that customer acquisition is proportional both in “upgrade” of current customers of the bank and in new customers to the bank.Advice and supervision of the sales force in 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 adapt to the life cycle of the client, ensuring that the sales approach is a comprehensive value proposition to the client and not from a product point of view.Develop the business by coordinating cross-selling with other HSBC products and segments (Insurance, CIB/CMB, PCS, GBM, Payroll, Mortgage, Business Banking, etc.)Adequate administration of customer knowledge, optimal portfolio management for the client portfolios of each Estate banker. Knowledge and management of Equity product portfolio

Role purpose:

Coordinate and implement business and sales strategies that allow meeting and/or exceeding the goals set for the Region in the acquisition of new clients, growth in acquisition, placement of financial products, profitability and correct administration 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 and ensuring that the resources under its charge comply with regulations and adhere to defined policies by HSBC.

Main responsibilities:

Direct and supervise the Premier Managers, Premier Account Executives, Estate Bankers and Support Bankers for their cargo in constant coordination with the Regional Directors and Deputy Directors of Distribution of WPB.Establish and execute commercial strategies that allow increasing the collection of resources (deposits and investments) and the number of new clients in the ABC segment and in compliance with regulations.Based on the Regional goal, ensure that customer acquisition is proportional both in “upgrade” of current customers of the bank and in new customers to the bank.Advice and supervision of the sales force in 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 adapt to the life cycle of the client, ensuring that the sales approach is a comprehensive value proposition to the client and not from a product point of view.Develop the business by coordinating cross-selling with other HSBC products and segments (Insurance, CIB/CMB, PCS, GBM, Payroll, Mortgage, Business Banking, etc.)Adequate administration of customer knowledge, optimal portfolio management for the client portfolios of each Estate banker. Knowledge and management of Equity product portfolioBachelor's degree in Economic-Administrative field 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.Highly developed communication and negotiation skillsAdaptability to changeAdvanced skill in controls and effective decision makingEnglish language proficiencyStrategic visionTeamwork and focus on resultsLeadership, 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”.

Bachelor's degree in Economic-Administrative field 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.Highly developed communication and negotiation skillsAdaptability to changeAdvanced skill in controls and effective decision makingEnglish language proficiencyStrategic visionTeamwork and focus on resultsLeadership, 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”.