Advisory Specialist-Sales Enablement

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

The Advisory Team is responsible for supporting the delivery of investment advice and implementation (including tools and programs) for Private Banking and Wealth clients. The Advisory Specialist role requires an individual who has a background in investments, asset allocation as well as a strong command of applications and tools for investment advisory solutions. These applications are critical for analyzing portfolio risk, constructing meaningful proposals, delivering investment portfolios and client reporting.

As our Advisory Specialist-Sales Enablement you will:

• Contribute to the commercialization of Advisory programs by helping Advisors achieve net new money goals and asset retention
• Liaise with Portfolio Managers and CIO teams regarding model portfolios and portfolios implementation
• Coordinate with long-only and alternative manager research teams and product specialists to identify suitable investment implementation ideas
• Collaborate with Global Advisory team in delivering investment content, client proposals and training and be present at local and global governance committees and seek necessary approvals
• Ensure the global investment journey model is implemented locally and Maintain advisory-related procedures and documentation
• Establish a roadmap and key deliverables of the Advisory proposition in terms of product enhancements
• Identify use cases, improvements, and deficiencies in the investment journey, i.e. be the voice of the internal and external clients
• Engage with stakeholders such as Front Office, Sales Supervision, Governance, Legal, Compliance, Risk, Operations, and IT
• Manage key vendor platform relationships that support the Advisory proposition
• Ensure the smooth operation of Advisory platforms and proposition within a robust risk & control framework

For this role, HSBC targets a pay range between $175,000.00 and $225,000.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

You´ll likely have the following qualifications to succeed in this role:

• 5-10 years of experience in Asset Management or Wealth Management
• Strong knowledge of investments, asset allocation and portfolio construction
• Prior experience with wealth management platforms
• Product Management experience is a plus
• Strong analytical, problem solving, leadership and presentation skills
• Series 7 and Series 66 required (or 63 and 65)
• MBA or CFA preferred

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.