HSBC Group

• Responsible for the positioning of the Investment Funds product to achieve sales among business and corporate clients, the fulfillment of the annual goal in AUMs, income and flows based on the segments and Regional Directorates in charge.
• Responsible for the positioning of the products and solutions related to Savings Funds, Savings Banks and Pension Plans in their assigned portfolio:
  • Presence and active participation in meetings with bankers, Deputy Directors and Regional Directors to:
    • Construction of a robust pipeline
    • Quantify SOW (share of wallet) of the total portfolio
    • Reactivation of the operation and increase in balances in active contracts
  • Planning of internal communication towards RMs (i.e. daily mail of returns, communications, economic views, etc.)
  • Constant training of the Products towards the RMss

Job activities

• Monthly results meeting:
  • Monthly plan for meeting goals: milestones with customers, flows and income.
  • Number of citations and successful references by RM.
  • Monitoring of inputs and outputs of the most important flows, as well as an action plan.
  • Participation in the implementation and funding of the earned business together with the areas of Client Management, Client Service, I&I.
  • Customer service and retention: Calls, follow-up emails to the most important customers in your portfolio.

• Mastery of the available offer of Investment Funds and the solutions related to them: Savings Funds, Savings Banks and Defined Contribution Pension Plans.
• Development of technical knowledge, understanding of market behavior and its impact by type of asset, investment processes.
• Mastery of the regulation applicable to investment funds and their impact on commercial activity.
• Domain of contractual, operational and implementation processes of products to customers.

We offer direct hiring by the bank, base salary, performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts in more than 9,000 establishments and a career plan according to your aspirations.

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