Wealth Manager

Description

Job Summary: Providing professional service to wealth management clients with a strong understanding of financial planning to ensure the success of the segment. Key Highlights: 1. Attracting and acquiring new wealth management clients 2. Designing strategies for portfolio diversification 3. Identifying client needs and recommending solutions **Please note this job advertisement is only available in Spanish. To view the job, select ‘Español \- ES’ from the language selector in the page menu.** **Purpose of the Role:** Providing professional service to assigned wealth management clients, with a thorough understanding of the fundamentals and methodology of financial planning to ensure the success of the segment. **Key Responsibilities:** * Attracting and acquiring new wealth management clients. * Conducting in-depth financial reviews for portfolio clients and prospects. * Using established financial review tools and recommending solutions based on the results obtained. * Managing an average portfolio between MXN 500 million and MXN 700 million. * Growing the client portfolio in value (AUM) and profitability (TOI). * Collaborating synergistically and communicating effectively with peers, Premier Executives, and HSBC colleagues. * Designing strategies to enhance the diversification of the portfolio under management. * Identifying client needs and recommending suitable product solutions. * Retaining and growing existing clients and acquiring new clients through referrals. Requirements: * Bachelor’s degree or Engineering degree (Economics or Administration). * Master’s degree preferred. * Two years of experience in the Wealth Management sector. * Experience managing portfolios of wealth management segment clients. * AMIB Level 3 certification (Mandatory requirement). * Knowledge of financial markets, financial products, macroeconomics, etc. * Effective communication skills. * Negotiation skills. * Client attention and service orientation. * Negotiation. * Problem-solving skills. At HSBC, we expect our people to treat each other with dignity and respect, fostering an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what sets us apart: we value differences, advance together, take responsibility for our actions, exercise sound judgment, do the right thing, and get things done. At HSBC, we are committed to ensuring gender equality and providing continuous training for our employees, as well as protecting their labor and social rights. At HSBC, we offer our employees additional days off to fully enjoy their wedding, care for a new family member, or grieve the loss of a loved one. Our paid vacation package is leading-edge in Mexico—now you have one more reason to be HSBC and proudly live a culture of wellbeing, balance, and care.