Investment Wealth Solutions

hace 2 semanas


Tlahuac, México HSBC A tiempo completo

**_INVESTMENT WEALTH SOLUTIONS_**

**_Propósito del puesto: _**_Establecer el proceso de asesoría en inversiones y atención a los Relation Managers (RM) del segmento Personal Banking, Advance (ECA), Premier (PRM), Gerente de sucursal (GTE), ejecutivos Wealth Premier (WP), Premier Ejecutive (PE), y ejecutivos de Banca Privada, GPB enfocados en productos de inversión en la correcta implementación del Modelo de Administración Patrimonial EDRAS (Engage “Comprometerse”, Discover “Descubrir”, Recommend “Recomendar”, Act “Actuar” y Service” Servicio”)._**

**_Responsabilidades:_**
- **_Detectar áreas de oportunidad que permitan el desarrollo de estrategias efectivas y enfocadas en las prioridades definidas._**:

- **_Dar Soporte y Capacitación en línea a los ejecutivos (Personal Banking), (ECA), (PRM), (GTE), (WP), (PE)_**_ y ejecutivos de Banca Privada, GPB_**:

- **_Asesorar en Fondos de Inversión y Adquisición de clientes nuevos al Banco New To Bank (NTB)._**:

- **_Dar capacitación y fortalecer la Propuesta Advance y Premier._**:

- **_Negociación y aplicación de sobretasas para Inversiones a Plazo en operaciones especiales,_**:

- **_Negociación y autorización de tasas especiales en Mesa de Dinero, _**:

- **_Operación de compra venta de divisas, _**:

- **_Operación Mercado de Capitales, _**:

- **_Distribución y captura de Subastas de Papeles Comerciales_**:

- **_Distribución y concentración de operaciones con papeles comerciales, _**:

- **_Cotización de Mercado de Dinero en directo, _**:

- **_Operaciones especiales de Sociedades de Inversión._**

**_Requerimientos:_**
- **_Certificación AMIB Fig.3_**:

- **_Conocimiento en inversiones._**:

- **_Experiência en el segmento wealth._**:

- **_Experiência brindando soporte en el área comercial._**

**_Habilidades:_**
- **_Enfoque a resultados_**:

- **_Análisis de información_**:

- **_Comunicación efectiva_**:

- Atención a clientes internos
- Gestión de estrategias.

Requirements

“En HSBC esperamos que nuestra gente se trate con dignidad y respeto, creando una cultura incluyente que promueva igualdad de oportunidades. Nuestros valores definen quiénes somos como organización y lo que nos distingue, valoramos la diferencia, avanzamos juntos, nos hacemos responsables de nuestras acciones, usamos el buen juicio, hacemos lo correcto y hacemos que las cosas sucedan”.

“En HSBC nos encontramos orientados a garantizar la igualdad de género y capacitación constante hacia nuestros empleados, así como a la protección de sus derechos laborarles y sociales”.

“En HSBC ofrecemos a nuestros colegas un mayor número de días para que puedan disfrutar al máximo su boda, cuidar al nuevo integrante de la familia, o vivir el duelo por la pérdida de algún familiar.

Nuestro paquete de permisos con goce de sueldo **está a la vanguardia en México.**

**Ahora tienes una** razón más para ser HSBC y vivir con orgullo una cultura de bienestar integral, balance y auto cuidado”.



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