What are the responsibilities and job description for the Advisory Specialist - Sales Enablement position at HSBC?
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
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.
You’ll help shape and deliver HSBC’s investment advisory proposition for Private Banking and Wealth clients. As a member of the Advisoty team, working with CIO, Portfolio Management, Product, and Technology, you’ll promote the tools, programs, and content that enable Advisors to deliver high-quality advice, portfolio analytics and implementation, and client reporting—within a strong risk and control framework.
As Our Advisory Specialist - Sales Enablement, You Will
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
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.
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.
You’ll help shape and deliver HSBC’s investment advisory proposition for Private Banking and Wealth clients. As a member of the Advisoty team, working with CIO, Portfolio Management, Product, and Technology, you’ll promote the tools, programs, and content that enable Advisors to deliver high-quality advice, portfolio analytics and implementation, and client reporting—within a strong risk and control framework.
As Our Advisory Specialist - Sales Enablement, You Will
- Support the commercialization of Advisory programs, helping Advisors deliver net new money goals and asset retention
- Partner with Portfolio Managers and CIO teams on model portfolios and portfolio implementation
- Coordinate with long only and alternative manager research teams and product specialists to identify suitable implementation ideas
- Collaborate with the Global Advisory team to deliver investment content, client proposals, and training
- Define a roadmap and key deliverables for the Advisory proposition, including product enhancements
- Identify use cases, improvements, and deficiencies across the investment journey—acting as the voice of internal and external clients
- Engage stakeholders across Front Office, Sales Supervision, Governance, Legal, Compliance, Risk, Operations, and IT
- Present at local and global governance committees and secure required approvals
- Ensure smooth operation of Advisory platforms and proposition within a robust risk & control framework
- Maintain Advisory-related procedures and documentation
- Demonstrable experience in Asset Management or Wealth Management, with a strong track record of delivering investment advisory and implementation outcomes
- Strong knowledge of investments, asset allocation, and portfolio construction
- Experience with wealth management platforms
- Strong analytical, problem-solving, leadership, and presentation skills
- Series 7 and Series 66 (or S63 and S65) required
- MBA or CFA preferred
- Product management experience is a plus
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
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.