HSBC Global Services Limited
Wealth Specialist
Job Description
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 commun...