Wealth Center Manager

Role purpose

The Wealth Centre Manager is responsible for enhancing the customer service experience holistically, maximising the benefits of the global Premier proposition and ensuring each customer is fully engaged and connected to the bank. The role leads the branch team, promoting synergy and collaboration to deliver comprehensive, personalised, high-value advice to Premier customers

Main Responsibilities

• 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

Requirements

• 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

Key skills

• 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.

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”.