HSBC Group

The Business Banking Upper Banker is responsible for knowing all the clients in his portfolio, promoting a relationship model, through a value offer, for domestic and international companies with a personalized service that will allow him to understand and satisfy the needs of clients. in a comprehensive manner over time. Likewise, you are responsible for achieving the budgets established for your portfolio with current clients and attracting new ones, you must manage your portfolio, as well as manage it and make it profitable. The clients that will be served are those that have annual sales of 100 million pesos to 800 million pesos.

• Knowledge and administration of your client portfolio. • Manage your clients' credit portfolio. • Promotion of HSBC Business Banking products: - Credit: Working capital analysis, Machinery, Equipment and Facilities, Agriculture, international trade credits as well as direct payment lines to suppliers, among others. - Treasury: Collection tools, administration of deposits in MXN and USD accounts and means of payment dispersion. - Insurance: Credit, real estate and protection for owners and employees, among others. - International: Checking accounts in USD, Internationalization of clients by opening relationships in other subsidiaries of the bank, currency exchange, derivatives, factoring, international trade, electronic banking. - Payroll. • Linking your clients, increasing the number of solutions and products for each Business Group. • Carry out the necessary procedures for processing products and services, instructing, where appropriate, the advisor, internal areas and corresponding product managers. • Is in charge and responsible for the identification, analysis and presentation to the risk area of new credit opportunities using its experience and knowledge of the client and the sector to which it belongs to respond in a timely manner to the requests made by the client. • Ensure that operations, policies and operating procedures meet the Bank's objectives and requirements, both in the short and long term. • Read, understand and apply the bank's main manuals: FIM, GSM, Code of Conduct, credit manual, etc. • Generate synergies, for the attention of individuals related to the companies, with the branch team, wealth banking and private banking. • Comply with periodic reviews, customer knowledge, alert monitoring and risk detection, to avoid the risk of financial crime.

Deberá mantener actualizados los expedientes de los clientes acorde a las políticas del Banco, así como mantener al día los documentos relevantes ante las regulaciones locales y las de Grupo, como es caso del KYC (Know your Customer), Business Review (Identificación del potencial de la empresa), Alertas, Reporte de Vista, entre otros. Ingles Intermedio - Avanzado. Carrera Financiera Administrariva o Afin

At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen. “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” At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.