This role primarily provides trade execution and account support services to the RBWM client base, including advisor-led and self-directed via phone and email. The Specialist also supports internal clients such as Financial Consultants, Wealth Operations staff, Compliance and Sales Management. Responsible for receiving and executing domestic and international securities orders and providing high quality information and account maintenance services to clients, internal and external and in multiple languages.
The WPB Services Desk covers the full span of the WPB client continuum; therefore, Specialists may also cover for HNW client order entry services as needed.
Primary Responsibilities
HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.
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