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 commun...