Wealth Advisor: Investment Strategy & Client Growth

Link-Worldwide seeks a Wealth Specialist to support advisory and wealth management strategies for HSBC's WP and PE segment in Northwest Mexico. Candidates must have experience in the financial industry, particularly in wealth management, along with a Bachelor's degree and AMIB Figura 3 certification.

The role involves helping Relationship Managers identify client needs, participate in portfolio reviews, and deliver training on investment strategies and market dynamics.

HSBC emphasizes gender equality and employee development.