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.RequirementsExperience 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 portfoliosKnowledge of local regulation and investment regimeAMIB Figura 3 certification required; CFA candidacy or progress desirableBachelor's degree in economics, finance, or related fieldStrong communication and presentation skills; comfortable training and explaining complex products to sales ...