Wealth Specialist

The Wealth Specialist support the advisory and wealth management strategy for HSBC’s WP and PE segment in the Northwest region of Mexico. This role is designed for a technically strong investment professional with a clear service orientation, focused on supporting Relationship Managers with specialized knowledge, delivering relevant investment solutions, and strengthening client relationships through consistent and high-quality advisory.

Requirements

• Experience in the financial industry covering a wide range of products such as equities, fixed income, mutual funds, discretionary mandates, and tailor-made portfolios.
• Solid market and economic understanding and their implications to client portfolios
• Knowledge of local regulation and investment regime
• AMIB Figura 3 certification required; CFA candidacy or progress desirable
• Bachelor’s degree in economics, finance, or related field
• Strong communication and presentation skills; comfortable training and explaining complex products to sales teams
• Ability to manage relationships with both internal and external clients
• Experience dealing with wealth management clients
• Ability to manage multiple priorities and act assertively across different organizational levels.

Main Responsabilities

• Support Relationship Managers in delivering specialized investment advisory to wealth management clients, helping identify needs and presenting relevant solutions across the full product shelf.
• Partner with private bankers to deepen existing client relationships and contribute to attracting new clients through a consistent and well-rounded advisory approach.
• Participate in portfolio reviews with RMs, explaining product performance, key variables, and the impact of market and regulatory changes on client holdings.
• Proactively approach Relationship Managers to help make client portfolios more profitable through long-term strategies focused on maximizing returns.
• Deliver training and coaching sessions to Relationship Managers on investment products, market dynamics, and portfolio strategy.
• Keep the sales force updated on HSBC’s investment strategy, economic outlook, and key product developments through daily insights and weekly team meetings
• Help improving HSBC’s offering by maintaining constant knowledge of products and market tendencies, identifying ways to differentiate HSBC’s advice from competitors.
• Develop new ideas to define business opportunities using key products to differentiate traditional investment approaches
• Coordinate with Wealth Insights and compliance teams to ensure client-facing materials meet regulatory requirements.
• Communicate relevant market and credit events to clients through the RM network in a timely and effective manner.
• Actively participate in weekly meetings and contribute market intelligence on economic outlook, markets, and financial products.

We are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.

“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”

At HSBC we are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.