Wealth Advisory Specialist: Portfolio Strategy & Training

HSBC
📍 tijuana, tijuana, Mexico 💼 Full-time 🕒 Posted June 10, 2026

Job Description

HSBC in Tijuana is seeking a Wealth Specialist to support the advisory and wealth management strategy for their WP and PE segment. The role requires a strong investment professional focused on delivering specialized advisory solutions and enhancing client relationships.

The ideal candidate will have experience across financial products, hold an AMIB Figura 3 certification, and possess strong communication skills necessary for managing client interactions and training sales teams.

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Job Details

  • Location tijuana, tijuana
  • Job Type Full-time
  • Category Other-General
  • Posted Date June 10, 2026
  • Application Deadline July 20, 2026