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 retentionLiaise with Portfolio Managers and CIO teams regarding model portfolios and portfolios implementationCoordinate with long-only and alternative manager research teams and product specialists to identify suitable investment implementation ideasCollaborate with Global Advisory team in delivering investment content, client proposals and training and be present at local and global governance committees and seek necessary approvalsEnsure the global investment journey model is implemented locally and Maintain advisory-related procedures and documentationEstablish a roadmap and key deliverables of the Advisory proposition in terms of product enhancementsIdentify use cases, improvements, and deficiencies in the investment journey, i.e. be the voice of the internal and external clientsEngage with stakeholders such as Front Office, Sales Supervision, Governance, Legal, Compliance, Risk, Operations, and ITManage key vendor platform relationships that support the Advisory propositionEnsure 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 $225,000.00The 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.