Location
tijuana
Job Type
Full-time
Posted
June 27, 2026
Job Description
The Wealth Specialist supports the advisory and wealth management strategy for HSBC's WP and PE segment in the Northwest region of Mexico.
Qualifications- 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 products to sales teams.
- Ability to manage relationships with both internal and external clients.
- Experience dealing with wealth management clients.
- Ability to manage multiple priorities and act assertively across differe...