Xilonen Chávez Sokey

Questioner
DISC Type : c

Directora Comercial Premier | International Wealth & Premier Banking at HSBC

Mexico City, Mexico

Overview

Xilonen Chávez Sokey is the Commercial Director for Premier & International Wealth Banking at HSBC, focusing on high-net-worth clients. A graduate of EGADE Business School with certifications in blockchain, she leads the expansion of HSBCs Wealth Centers in Mexico, driving innovation in client services and investment strategies.

She appears to value professional travel and cultural experiences, having attended an elite company event in Jaipur, India. Xilonen frequently celebrates team achievements and camaraderie, highlighting a collaborative leadership style.

She was selected for HSBCs "Circle of Excellence, " an honor reserved for the top 1% of its customer-facing employees worldwide.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Wealth Management Innovation
She is leading the launch of new HSBC Wealth Centers across Mexico, which are designed to transform the service and advisory experience for Premier clients.
Global Investment
Her role involves providing clients with access to intelligent investment strategies and global market opportunities as a core part of the Premier banking value proposition.
Blockchain & FinTech
Holds certifications in IBM Blockchain Essentials and Corporate Digital Transformation Strategy, showing a keen interest in how new technologies are impacting finance.

Media Appearances

Xilonen has no verified media appearances

Work History

10-2024
Directora Comercial Premier | International Wealth & Premier Banking at HSBC
2-2017 - 1-2025
Head of Remote Engagement Team Mexico | HSBC DIRECTO at HSBC
10-2016 - 2-2017
Gerente de Proyectos & MI at HSBC

Education

2017 - 2019
Maestría from EGADE Business School
2000 - 2006
Licenciatura from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 9 Location : Mexico City, Mexico Job Level : N/A Designation : Directora Comercial Premier | International Wealth & Premier Banking at HSBC
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Insights For Selling To Xilonen

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Xilonen is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Xilonen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Xilonen move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Xilonen take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Xilonen

Personality Compatibility


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