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Minimum of three years of working experience as a product specialist, life insurace agent or financial advisor
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Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
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Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
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Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
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Demonstrated ability and experience to correctly identify client needs
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Solid skills to manage consultative sales process
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A solid understanding of global anti money laundering standards
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Team player with collaborative skills
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Knowledge of local and Group compliance regulations
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Specialisation in one or more product categories e.g. Structured Products /FX /Investments /Financial Planning /Savings /Retirement /Protection /Mortage etc.
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Good level of English for medium to advanced understanding and communication
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Excellent communication and interpersonal
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”
