Job Description
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...
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...
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