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 produc...

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