Portfolio Strategist

hace 2 meses


Xico, México Hsbc A tiempo completo

At Hsbc, we are committed to excellence in wealth management. As a Portfolio Strategist, you will play a key role in helping our clients achieve their financial goals.

We offer a highly competitive salary of approximately $120,000 per year, with additional benefits including performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, and discounts at over 9,000 establishments.

  • We are seeking an experienced investment professional with a strong track record in portfolio management and client relationships.
  • The ideal candidate will have deep knowledge of local regulation and investment regimes, as well as experience in investing and implementing international active portfolios such as DPM, PIM or mutual funds, ETFs, derivatives.
  • You will be responsible for providing personalized attention and advice to high net worth clients, identifying opportunities to attract new resources from other financial institutions, and creating customized investment portfolios to meet their needs.

In addition to your technical skills, you will need excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external clients.

We offer a dynamic and supportive work environment, with opportunities for career growth and professional development. If you are passionate about delivering exceptional client service and driving business results, we encourage you to apply for this exciting opportunity.



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