Investment Sales Specialist

hace 3 semanas

Tlahuac, México HSBC A tiempo completo

**Investment Sales Specialist (Guadalajara) - Asset Management**

**Role Purpose**:
The role is a specialist role and is part of the Asset Management structure. The position is based Puebla City MX. The incumbent is expected to be a technical expert in investments and sales oriented.

The sales plan for Asset Management Mexico is a strategic priority for HSBC, where the Investment Specialist is the key figure to develop and increase penetration on Investment Funds & Discretionary Portfolios into WPB looking for the benefit of our clients providing expert advice and following suitability model.

**Principal Accountabilities and Responsibilities**

Role of Investment Specialist is a key contributor in achieving the business objectives

**Training**
- Training RMs on technical & practical skills through programed trainings & improve RMs’ product specific technical knowledge by effective on-job coaching and training.
- Strengthen HSBC’s image as a leading investment provider by enhancing RMs to advanced technical product expertise.

**Sales**
- Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
- Provide advice to RMs based on technical knowledge on investments.
- Assist RMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant investment solutions and technical analysis, and assisting RMs in presenting and explaining solution(s) to client
- Support RMs to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled

**Market Views & Client Events**
- Provide the assigned region with market views and assist on client planned events
- Participate in Investment Committees for Asset Management decision making within the portfolios

**MI, Performance Tracking & Process Streamlining**
- Manage MI for performance tracking to understand which is the problematic and how to approach it, through straight approach with RM and strategic approach with senior sales management
- Streamlining, contribute to simplify process through technical knowledge & on the ground experience.

**Clients/Stakeholders**
- Initiate and conduct educational events with clients to improve clients’ financial literacy and knowledge of financial markets and solutions
- Continue to develop and sharpen technical expertise, working closely with the Wealth Management team.
- Identify and provide feedback from RMs and clients to product & central teams in order to continuously improve our products and services

**Leadership & Teamwork**
- Proactively work with the assigned region to provide client centric services and solutions
- Strong team player that deploys time strategically and commercially in order to support the different segments assigned in the division.
- Work with Head of AMMX & head Wealth Management to provide front line perspective and input on the planning and development of products, associated processes, and tools where relevant
- Assist in the launch of complex products where appropriate
- Act as an ambassador for HSBC, AMMX and exhibits high professional standards
- Partner with Sales Managers to identify and manage product specific needs and risks in their structures

Requirements

**Functional Knowledge**
- Economic/Finance Administrative Degree.
- MBA or Masters in Finance desirable
- AMIB 3
- Experience in sales of financial assets greater than 5 years

**Others**
- Maintain and continuously develop technical knowledge of products and solutions for area of responsibility
- Efficiently manage time in order to effectively work with all relevant segments whom could be located in different branch locations
- Proactively looks for opportunities to improve product relevance and competitiveness for HSBC
- Maintain high standards of product suitability, control, and operational practices in line with HSBC and regulators expectations
- We offer direct hiring by the bank, base salary,_
- performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts in more than 9,000 establishments and a career plan according to your aspirations._
- At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect._
- HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other._
- At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights._

  • Investment Sales Specialist

    hace 7 días

    Tlahuac, México HSBC A tiempo completo

    **Investment Sales Specialist (Puebla) - Asset Management** **Role Purpose**: The role is a specialist role and is part of the Asset Management structure. The position is based Puebla City MX. The incumbent is expected to be a technical expert in investments and sales oriented. The sales plan for Asset Management Mexico is a strategic priority for HSBC,...

  • Sales Specialist

    hace 6 días

    Tlahuac, México ExchangeHub A tiempo completo

    **Sales Specialist (Onsite - Mexico)** Our mission is to help individuals and businesses find, build, and grow their next big dream. We are change agents making a difference, and we execute this mission by starting at the beginning to uncover what really matters to turn opportunities into tangible results. It is always a team effort endeavoring to build...

  • Corporate Sales Specialist

    hace 4 semanas

    Tlahuac, México Tendencys Innovations A tiempo completo

    **We offer**: - Base Salary of $18,000.00- $24,000.00 net salary (According to experience) - Uncapped commissions average of $35,000.00 to $69,000.00 - Direct contracting with our company - Paid training - Hours Monday to Friday from 09:00 a.m. to 06:00 p.m. - Life insurance - Courses for professional development - Insurance of major medical expenses -...

  • Sales Activation Supervisor

    hace 4 semanas

    Tlahuac, México Bayer A tiempo completo

    **Sales Activation Supervisor (CDMEX)** **Your Tasks and Responsibilities** - Design and follow-up of on the correct implementation of the sales activation plan to achieve the Sell Out target in alignment with marketing and the sales team. - Implement the marketing plan activities in the region. - Design of the demos and events plan to generate demand for...

  • Inbound Sales Specialist Salary + Commissions

    hace 4 semanas

    Tlahuac, México Landing A tiempo completo

    _**Important note: This position is in office not remote. In order to be considered for the position, submitted resume must be in English.**_ We are looking for our next **Membership Sales Specialist **to join us at Landing! In this role, you’ll work on our New Member Team to follow up with new leads, generate revenue by closing new memberships and...

  • Investment Analyst, Private Equity Real Estate

    hace 4 semanas

    Tlahuac, México PER, Private Equity Recruitment A tiempo completo

    Investment Analyst, Private Equity Real Estate, Mexico City, Mexico **About our client** Our client-a recognized private equity real estate fund focused on vertical residential projects-has a unique opportunity to join their top-notch team as an Investment Analyst. You will play a pivotal role in supporting the underwriting process of potential...

  • Sales Specialist for Motors and Drives

    hace 1 mes

    Tlahuac, México ABB A tiempo completo

    **Sales Specialist for Motors and Drives - Region Centro**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and...

  • Inside Sales Ti Canales Cdmx

    hace 6 días

    Tlahuac, México Training Talent A tiempo completo

    **Vacante para la empresa Training Talent en Benito Juárez, Ciudad de México**: Sobre nosotros Somos un fabricante líder en soluciones de ciberseguridad a nível mundial Top 3, nos diferenciamos por ser innovadores y sin dudarlo, el cuidado del equipo de trabajo, socios y clientes. Tenemos presencia mundial con opciones reales de crecimiento y...

  • Inside Sales Telemarketing Ti Canales

    hace 6 días

    Tlahuac, México Sophos Solutions A tiempo completo

    **Sobre nosotros** Somos un fabricante líder en soluciones de ciberseguridad a nível mundial Top 3, nos diferenciamos por ser innovadores y sin dudarlo, el cuidado del equipo de trabajo, socios y clientes. Tenemos presencia mundial con opciones reales de crecimiento y desarrollo. Actualmente, estamos buscando un especialista en Telemarketing Inside Sales...

  • Clinical Aplication Specialist Medical Devices

    hace 6 días

    Tlahuac, México Recruiters and HR Advisors LATAM A tiempo completo

    **Vacante para la empresa Recruiters and HR Advisors LATAM en Benito Juárez, Ciudad de México**: **Clinical aplication specialist medical devices**: **Application specialist medical devices**: Empresa Trasnacional especialista en Medical Devices solicita: **3 VACANTES DE Clincal Specialist - Especialista de Producto Capacitador / Entrenador** Vacantes...

  • Senior Sales Engineer

    hace 1 mes

    Tlahuac, México Eaton A tiempo completo

    Eaton’s EPG LAC PD Power Distribution division is currently seeking a Senior Sales Engineer. **What you’ll do**: This position will be responsible for the sales in the Channels / Residencial & Commercial Segment. The primary segment focus is the sale of electrical distribution and control products throug established distribution channels. Market share...

  • Application Specialist

    hace 4 semanas

    Tlahuac, México Recruiters and HR Advisors LATAM A tiempo completo

    **Vacante para la empresa Recruiters and HR Advisors LATAM en Insurgentes Sur -Benito Juárez, Ciudad de México**: CLINICAL APPLICATION SPECIALIST - Capacitador. **3 VACANTES POR CRECIMIENTO INTERNO** Empresa Trasnacional especialista en Medical Devices solicita: **3 VACANTES DE Clincal Specialist - Especialista de Producto Capacitador /...

  • Sales Training Specialist

    hace 1 día

    Tlahuac, México AbbVie A tiempo completo

    **Company Description** **Job Description** Function/Mission** - Coordinate training processes and projects (delivery and tracking) primarily for IFT personnel aligned with Managers and brand/training strategy focusing on product and sales knowledge (High Specialty: Immunology, Oncology, Market Access, etc). - Obtain needs in the field to create and update...

  • Veeam Data Cloud M365 Sales Specialist

    hace 1 día

    Tlahuac, México Veeam Software A tiempo completo

    Veeam®, the #1 global market leader in data protection and ransomware recovery, is on a mission to empower every organization to not just bounce back from a data outage or loss but bounce forward. With Veeam, organizations achieve radical resilience through data security, data recovery, and data freedom for their hybrid cloud. The Veeam Data Platform...

  • Telemarketing Bilingue Ti Inside Sales Remoto

    hace 4 días

    Tlahuac, México Reclutamiento IT A tiempo completo

    **Vacante para la empresa Reclutamiento IT en Benito Juárez, Ciudad de México**: **¿Quiénes Somos?** - Un gran lugar para trabajar y desarrollarte a largo plazo, somos un grupo de empresas dedicas a soluciones de software corporativo, socios premier de Microsoft, AWS, Cisco y colaborador de mayoristas como Licencias on Line, Ingram, Team, etc. buscamos...

  • Ventas Inside Sales Bilingue Remoto

    hace 4 días

    Tlahuac, México Training Talent A tiempo completo

    **Vacante para la empresa Training Talent en Coyoacán, Ciudad de México**: **¿Quiénes Somos?** - Un gran lugar para trabajar y desarrollarte a largo plazo, somos un grupo de empresas dedicas a soluciones de software corporativo, socios premier de Microsoft, AWS, Cisco y colaborador de mayoristas como Licencias on Line, Ingram, Team, etc. buscamos un...

  • Remote Job

    hace 4 semanas

    Tlahuac, México InterContinental Hotels Group A tiempo completo

    **Role Purpose** An expert in providing travel advice and solutions. A critical customer touch point for delivering on our IHG brand experience. Be a brand champion, taking pride in using every customer interaction to educate guests about our brands and products. Empowered to make creative decisions using tools and market insight that will deliver on the...

  • Marketing Specialist

    hace 6 días

    Tlahuac, México Zendesk A tiempo completo

    Job Description Who we're looking for **Zendesk is the market leader in customer support software, providing a platform for companies that allows them to deliver improved experiences across the entire customer journey. We are seeking a Specialist to support Partner Marketing efforts in AMER (U.S. & Canada). Partner Marketing at Zendesk is responsible for...

  • Specialist, Agent Support

    hace 4 semanas

    Tlahuac, México Western Union A tiempo completo

    **Specialist, Agent Support - Mexico DF** Are you keen to unleash your potential in a global business that is redefining the financial services sector? Are you ready to unleash your potential in a global business that is committed to moving money for better? Are you interested in joining a globally diverse organization where our unique contributions are...

  • Openshift Ai Specialist Solutions Architect

    hace 4 semanas

    Tlahuac, México Red Hat Software A tiempo completo

    About the job: You will need to be able to confidently articulate our value proposition to leadership, data scientists, developers, and IT teams within the account. This will entail technical architecture walk-throughs, business-value conversations, customer-facing technical workshops, and implementation of best practices in AI systems implementation and...