Premier and Advance Senior Manager

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 Advance 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 and and Advance Managers, Premier and Advance Account Executives, for their cargo in constant coordination with the Regional Directors and Deputy Directors of Distribution of Wealth Personal Banking.


• Establish and execute commercial strategies that allow increasing the collection of resources (deposits and investments) and the number of new clients 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.


• Adequate administration of customer knowledge, optimal portfolio management for the client portfolios. Knowledge and management of Equity product portfolio