-job description
*role purpose*
hsbc directo senior manager is a key strategic role with three main functions: commercial strategy, the creation of remote flows and administration of the premier lounge terminal 2 mexico city international airport. This role focuses on directing and implementing business strategies to optimize operational efficiency and improve the profitability of wealth personal banking, ensuring compliance with regulations and adhering to policies defined by hsbc.
*principal accountabilities*
- portfolio management of patrimonial, advance, premier, retail business banking clients under the different figures he leads.
- achieve expected performance in sales of acquisition, placement, insurance and new customer products to the bank and the segment.
- implement flows and tools that reduce the cost of service and provide effective and efficient service to customers.
- motivate the use of remote contact through fast, friendly and efficient service to reduce operational costs in the branch and provide a broader and more optimal range of services for the client.
- inform the conditions and terms of the products offered by the bank and/or the client contracts, as well as the services required to raise clarifications and/or complaints, all by consulting the circulars and instructions and attending the calls for courses arranged to maintain update said information and provide the best service.
- advise clients on financial solutions that are tailored to their needs, such as: investment products, protection, credit, among others.
- lead the team with a vision of business growth focused on customer service, adhering to guidelines and controls.
- coaching your direct reports in management skills for their teams.
- ensure that regulations are complied with and adhere to policies defined by hsbc.
Requirements
- bachelor's degree in economic-administrative or engineering field.
- amib level | 3 mandatory
- analytical skills to evaluate processes and propose improvements.
- negotiation and persuasion skills to facilitate the implementation of remote flows and efficient processes.
- strong leadership skills and ability to work as a team.
- in-depth understanding of the dynamics of the banking sector and its challenges.
- client portfolio management in the financial sector.
- more than 10 years of experience in the financial sector.
- experience in customer service and remote service (voice to voice | contact center)
- english language proficiency
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”