HSBC

Role Description Representar a la institución en su servicio telefónico, estableciendo un canal de comunicación efectivo con nuestros clientes que permita dar solución de primer contacto a sus necesidades explícitas e implícitas, brindando un servicio personalizado y especializado con un alto estándar de calidad para superar las expectativas del cliente y del negocio. Qualifications - Bachillerato (Trunco o terminado) - Experiencia mínima de 1 año en Call Center (deseable) - Experiencia en ventas - Manejo de las siguientes aplicaciones: - Excel - Word - Power point - Software Institucional (Emulación, Kroner, Web Operador, Softphone, gestión y soporte, CRM, Echamps, Hogan, Leap, Ecare, entre otros) - Inglés Básico/Medio - Jornada de 6/8 hrs. - Proactivo - Trabajo en equipo - Tareas repetitivas - Adaptación al cambio Requirements - Cumplir con los objetivos de cada uno de los indicadores clave de desempeño para el negocio. - Superar la expectativa del cliente, brindando siempre una orientación clara, efectiva y respetuosa a sus necesidades con una alta actitud de servicio. - Garantizar una alta eficiencia en los procesos ejecutados con mucha atención al detalle, minimizando el error operativo. - Estar capacitado y actualizado en los procesos, servicios y cambios que presente el negocio y su medio de acceso. Benefits - Mayor número de días para disfrutar de la boda, cuidar al nuevo integrante de la familia, o vivir el duelo por la pérdida de algún familiar. - Paquete de permisos con goce de sueldo a la vanguardia en México. - Cultura de bienestar integral, balance y auto cuidado.

Title: Senior Investment Specialist Location: New York, NY, US, 10001 Workplace: Full Time Department: Asset and Wealth Management Job Description: In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. 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. HSBC Global Asset Management (AMUS) plays a key role in enabling the Wealth-led strategy for International Wealth and Personal Banking (IWPB). This position supports the strategic IWPB–AMUS relationship and helps deliver AMUS solutions and services to IWPB customers across Premier, High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments. The role partners with HSI Intermediaries (Wealth Relationship Managers, Private Bank Relationship Managers and Private Bank Investment Counsellors) to drive adoption, positioning and growth of AMUS solutions, including (but not limited to) HSBC Offshore funds, Managed Solutions platforms (currently Spectrum and Managed Portfolio Allocations), discretionary managed accounts (SMAs/UMAs), alternatives and related investment capabilities. As our Senior Investment Specialist, you will: Business Impact / Commercial Delivery - Serve as a subject matter expert on AMUS market views, investment outlook and solution set, translating investment perspectives into practical, client-ready positioning - Build and maintain strong relationships with HSI Intermediaries to improve client outcomes and increase penetration of AMUS solutions across IWPB segments - Support intermediaries across the end-to-end sales process by: 1) anticipating client intentions, objectives and likely objections; 2) identifying opportunities to deepen relationships and increase share of wallet; 3) advising on product selection and positioning aligned to client goals and market conditions - Provide timely market updates and adaptable sales narratives, including how managed portfolios fit within current market conditions and how to address common challenges and objections - Develop holistic investment ideas and strategies to support total portfolio allocation discussions and capture a greater proportion of client assets Product Expertise, Positioning and Differentiation - Explain and position complex investment solutions in a clear, digestible and compelling way, enabling advisors to present confidently to clients - Demonstrate strong understanding of portfolio construction, including allocation rationale and how to communicate expected outcomes and trade-offs - Maintain deep knowledge of: 1) diversification and asset allocation principles; 2) equity and fixed income managed solutions (including SMAs/UMAs); 3) Managed Portfolio Allocations (MPA) structures and Spectrum types, including differentiators across managed offerings; 4) fixed income fundamentals (bond pricing, yield dynamics, and Treasury/corporate/municipal bonds) and positioning of fixed income managed accounts to meet client objectives; 5) direct indexing and tax-aware investing concepts (e.g., tax-loss harvesting), including approaches for concentrated equity portfolios and appropriate tax-management positioning - Continuously refine positioning to differentiate AMUS solutions versus competitors, supported by performance insights, competitive intelligence and industry evidence Client and Advisor Engagement - Manage a national territory, supporting HSI Intermediaries through in-person, telephone and virtual engagement - Attend sales meetings organized by Market Directors and participate in sales appointments with existing and prospective Wealth clients as required - Join client meetings to represent AMUS, explain solutions and support business closure through clear articulation of value, differentiation and suitability - Coach advisors on presentation and client communication, including: 1) explaining market dynamics and portfolio behavior (correlations, risk, diversification); 2) responding to market events and client concerns; 3) communicating economic data in a clear, actionable manner; 4) building evidence-based cases for investing and managed solutions Proposal, Analytics and Tools Enablement - Act as the primary expert on AMUS tools and systems, including web-based proposal generation and account management platforms - Facilitate proposals and portfolio analyses using profiling data provided by HSI Intermediaries; advise on positioning outputs to align with client objectives and improve conversion - Prepare sample presentations, performance reporting and competitive analyses for client discussions and advisor engagement Training, Education and Thought Leadership - Deliver continuing education and structured training for HSI Intermediaries on AMUS solutions, tools and sales best practices - Provide regular market, product and strategy presentations at local, regional and national levels, including larger group settings and client events - Develop and maintain high-quality presentation materials and sales decks, incorporating internal insights and third-party industry data to support topical, actionable advisor conversations - Maintain relationships with third-party fund partners and leverage their resources appropriately to enhance advisor support and client outcomes Operational Effectiveness, Reporting and Responsiveness - Act as a liaison between Product and Marketing to ensure field feedback informs messaging, materials and solution evolution - Manage high volumes of requests with strong prioritization, delivering both planned and ad-hoc outputs at pace - Think quickly and critically to develop solutions under short timelines, including on-the-spot support for advisor and client needs - Produce regular and ad-hoc reporting for senior management using advanced Excel capabilities and strong attention to detail - Build working knowledge of the HSI account opening process and workflow to support efficient execution and reduce friction in the client journey You´ll likely have the following skills to succeed in this role: - Experience in internal/external wholesaling, investment sales, portfolio consulting, managed accounts distribution, or a closely related wealth/asset management role (including Securities Sales Assistant/Financial Adviser experience where relevant) - Demonstrated track record of delivering net and gross sales, increasing share of wallet and influencing advisor behavior across a broad territory - Experience supporting Premier/HNW/UHNW segments through intermediaries (WRMs, PB RMs, PB ICs), including participation in client meetings and solution presentations - Proven ability to coach advisors on discovery, objection handling and presenting investment solutions in a client-ready manner - Strong ability to operate in a fast-paced environment, managing high volumes of requests and delivering both planned and ad-hoc outputs - Strong understanding of portfolio construction, asset allocation, diversification and risk/return trade-offs, with the ability to communicate rationale clearly - Deep knowledge of managed solutions, including Spectrum, Managed Portfolio Allocations (MPA), SMAs and UMAs, and differentiators across managed account structures - Solid fixed income expertise, including bond pricing, yield dynamics, duration/credit considerations and positioning of municipal and other bond solutions to meet client objectives - Working knowledge of tax-aware investing concepts relevant to wealth clients (e.g., direct indexing, tax-loss harvesting and approaches to concentrated equity positions), including appropriate positioning - Ability to interpret market/economic developments and translate them into practical, compliant sales positioning - Strong consultative selling and stakeholder management skills, including partnering with Product and Marketing to refine messaging and field enablement - Advanced proficiency in Excel and PowerPoint; able to produce executive-ready reporting and presentation materials - Experience with proposal generation and portfolio analytics tools (or equivalent), including the ability to train others - Confident presenter in both virtual and in-person settings; strong written and verbal communication skills - Bachelor’s degree in Business, Finance or a related discipline (or equivalent experience) - Required securities licenses: Series 7 and 66 As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Please note this job advertisement is only available in Spanish. To view the job, select ‘Español - ES’ from the language selector in the page menu. Proposito del Puesto: Prestar un alto nivel de servicio y/o asesoría vía telefónica a todos los clientes Premier Advance de la cartera de las sucursales asignadas y ayudar al cliente a la cobertura de sus necesidades financieras. Retener y crecer el portafolio de productos de los clientes asignados con el apoyo de los colaboradores de sucursal. Mantener los niveles de servicio de acuerdo a la estrategia HSBC Premier Global. Actividades y Responsabilidades del puesto: Administración del portafolio de clientes Premier Advance Incrementar el balance en productos de inversión de la cartera de clientes asignada, para que los clientes cumplan con los requerimientos de capital mínimos para ser Premier Advance. Analizar y realizar periódicamente las revisiones individuales a sus clientes para identificación de necesidades.Brindar excelencia en el servicio. Pro-actividad en la solución pronta y efectiva a cualquier tipo de situación presentada por el cliente, de una forma cortés, empática y profesional. Asesorar a sus clientes sobre soluciones financieras que empaten a la medida con sus necesidades, tales como: productos de inversión, protección, crédito, entre otros. Apoyas la gestión de "know your customer" y expedientes a través de las sucursales donde resida la cuenta del cliente, de acuerdo a las circulares que apliquen para este tema Cumplir con los requisitos de normatividad y confidencialidad aplicables. Requisitos del puesto: Atención en sucursal o a distancia Conocimiento en inversiones (AMIB 3) Conocimiento de sistemas institucionales (Hogan, Filiales, PSSW, Leap, Kroner, E-champs, SCC)Ventas de productos financieros Habilidad para las ventas Escucha activa Manejo de objeciones Facilidad de palabra Lenguaje financiero/bancario Facilidad de negociación con venta cruzada Poder de convencimiento Empatía En HSBC, esperamos que nuestra gente se trate con dignidad y respeto, creando una cultura inclusiva que promueva la igualdad de oportunidades. Nuestros valores definen quiénes somos como organización y qué nos distingue, valoramos la diferencia, avanzamos juntos, asumimos la responsabilidad de nuestras acciones, usamos el buen juicio, hacemos lo correcto y hacemos que las cosas sucedan. En HSBC estamos enfocados en garantizar la igualdad de género y la capacitación constante de nuestros colaboradores, así como la protección de sus derechos laborales y sociales. En HSBC ofrecemos a nuestros colaboradores una mayor cantidad de días para que puedan disfrutar plenamente de su boda, cuidar al nuevo integrante de la familia o llorar la pérdida de un familiar. Nuestro paquete de vacaciones pagadas está a la vanguardia en México, ahora tienes una razón más para ser HSBC y vivir con orgullo una cultura de bienestar, equilibrio y cuidado “¡Queremos que seas parte de nuestro equipo! Descubre cómo es trabajar con nosotros“

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description IT Service Ownership for SWIFT Alliance Gateway USA Service Owner having full responsibility for the US SWIFT Infrastructure and Products. Collaborate with key stakeholders to define the technology strategy that aligns with the business goals of the bank. - Responsible for managing a small team of cross-functional engineers located across Buffalo and India. - Driving down costs through automation, less TOIL, and efficient use of Infrastructure. - Evaluating the SWIFT product and services from functional and non-functional perspectives. - Responsible for delivering change program as per the annual Book of Work. - Collecting resource and cost estimates, establishing baseline budgets, and securing approvals from the Program Steering Committee. - Tracking expenses against approved budgets and providing monthly progress reports to stakeholders. - Conducting revenue projections to support business cases, identify cost savings, and optimize resource allocation. - Responsible for budget management and reporting for SWIFT Alliance Gateway USA. - Identifying and managing risks, dependencies, and compliance requirements throughout the service lifecycle. - Performing periodic risk assessments, enforcing HSBC’s Enterprise and Operational Risk Management Frameworks, and maintaining robust control documentation. - Participating in audits and implementing all security and data privacy controls as per compliance standards. - Leading program governance forums, project kickoff meetings, and project status updates. - Facilitating cross-team collaboration and defining a detailed communication plan, including escalation protocols and risk communication. - Maintaining strong working relationships with cross-functional teams, vendors, and resource managers. Telecommuting permitted up to 100% from anywhere in the US. Full-time employment, Monday – Friday, 40 hours per week. Pay Range: $153,317.00 to $163,317.00 per year. Qualifications - Bachelor’s degree in Computer Engineering, Electronic Engineering, or a related field. - 7 years of progressive, post-baccalaureate related work experience. Requirements - 7 years of experience in cross-border high-value payment processing systems and methodologies. - 7 years of experience in configuring and managing SWIFT Products, including SWIFT Alliance Gateway (SAG), SWIFT Net Link (SNL), and Hardware Security Module (HSM). - 7 years of experience in Java, IBM MQ, and WebSphere Application Server (WAS). - 5 years of experience in production support for SWIFT products. - 2 years of experience in IT Service Ownership for Mission Critical Payment Systems. - 2 years of experience in backlog prioritization, escalation processes, and risk management for US SWIFT Applications. - 2 years of experience in vendor contract management for critical financial market utilities, specifically with SWIFT. - 2 years of experience in financial management for SWIFT projects. - 2 years of experience in project management for SWIFT projects. - 2 years of experience in Jenkins and GitHub. - 2 years of experience in Agile methodologies and running projects in sprints using JIRA and Confluence. Benefits - Competitive Total Reward Package, with an appropriate mix of fixed pay and variable pay. - Access to a robust Wellness Hub. - Tailored professional development opportunities. - Engagement with communities through volunteerism policy and matching gift program. - Comprehensive program of immersive Sustainability and Climate Change Initiatives. - Participation in Employee Resource Groups for networking and development.