Wealth Specialist

Wealth Specialist

Ubicación:
Tijuana, BCN, MX, 22320

Campo personalizado 3: HSBC

Área de interés:

Campo personalizado 4:

Fecha: 5 jun 2026

**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...