Advisory Specialist – Sales Enablement

Role Overview

The Advisory Specialist – Sales Enablement will help drive the global development, commercialisation and adoption of HSBC’s Advisory proposition across Private Banking and Retail Wealth.

What You Will Do

Key responsibilities include executing the global go-to-market and adoption plan for Advisory, supporting the development and market activation of Advisory capabilities, and driving commercialisation and adoption of Advisory capabilities across relevant client segments.

Why It Might Be a Fit

The ideal candidate will have relevant investment advisory and/or client-facing experience, a strong understanding of asset allocation and portfolio analytics, and excellent communication and influencing skills.

Requirements

• Relevant investment advisory and/or client-facing experience in Private Banking or Wealth Management
• Strong understanding of asset allocation, portfolio construction and portfolio analytics
• Proven experience in sales enablement, proposition commercialisation, training and/or front-office engagement
• Ability to simplify complex analytical/investment concepts into clear, practical messages
• Excellent communication, presentation, influencing and stakeholder-management skills

Benefits

• Dental insurance
• Vision insurance
• Being open to different points of view is important for our business and the communities we serve
• Creating diverse and inclusive workplaces
• Removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone