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Wealth Centre Manager

Cuauhtemoc, Distrito Federal, MexicoPosted 2 weeks ago
hybrid

Job Description

Premier Service: Ensure all Premier customers receive exceptional service, maximising the benefits of the global Premier proposition and strengthening satisfaction and loyalty. Branch Knowledge: Demonstrate strong command of HSBC processes, products, and regulations, applying this knowledge to deepen customer relationships and identify business opportunities within the branch. Leadership and Team Management: Supervise, coach, and motivate branch executives, ensuring strong performance and fostering teamwork. Holistic Advisory: Coordinate collaboration across segments (One, Premier, Elite) to deliver complete, tailored financial solutions. Business Development: Identify and develop new business opportunities, driving Wealth Centre growth. Regulatory Compliance: Ensure compliance with applicable regulations and maintain required certifications (AMIB Figure 1.5, 2, and preferably 3). Change Management: Adapt to and lead change within the branch, promoting a culture of continuous improvement Completed Bachelor's degree in Business, Economics, Finance, or a related field. Postgraduate qualification (preferred). Minimum of three years' experience in the financial sector, including segments such as One, Premier, or Elite. AMIB certification (Figure 1.5, 2, and preferably Figure 3). Knowledge of financial mathematics and industry regulations. Availability to work Monday to Saturday. English proficiency Customer and sales orientation. Teamwork and collaboration. Results-driven mindset and problem-solving capability. Adaptability to change. Strong process knowledge and follow-through to resolve complex issues. Ability to build synergies and provide excellent service to internal and external customers.

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Wealth Centre Manager at HSBC | Renata