2 days ago

Senior Investment Specialist (Beverly Hills, CA, US, 90210)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Own West Coast coverage for AMUS wealth channels, translating market views and investment outlook into clear, client-ready positioning and sales narratives for Premier, HNW, and UHNW clients. Partner with Wealth and Private Bank teams and intermediaries to shape holistic portfolio allocation ideas, explain AMUS managed solutions and fixed income positioning, and represent value in client meetings. Prepare proposals, portfolio analyses, and performance reporting while delivering training and continuing education.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Own West Coast Regions coverage plans across in-person, telephone, and virtual engagement with HSI intermediaries.
•Translate AMUS market views and investment outlook into clear, client-ready positioning and sales narratives.
•Partner with Wealth and Private Bank teams to anticipate client objectives and objections and support end-to-end solution conversations.
•Shape holistic investment ideas for total portfolio allocation discussions and deepen share of wallet.
•Prepare proposals, portfolio analyses, performance reporting, and competitive insights, and deliver continuing education and structured training.

Pay and Benefits

Perks:Wellness Stipend

Key Requirements

•Substantial experience in wholesaling, investment sales, portfolio consulting, managed accounts distribution, or a closely related wealth or asset management role.
•Track record delivering net and gross sales, increasing share of wallet, and influencing advisor adoption across a broad territory.
•Experience supporting Premier, HNW, and UHNW clients through intermediaries, including participation in client meetings and solution presentations.
•Strong portfolio construction and asset allocation knowledge, including diversification and risk/return trade-offs with clear client communication.
•Hold required securities licenses (Series SIE, 7 and 66 or Series 7, 63 and 65 as applicable) and communicate fluently in Mandarin and Cantonese.

Experience:Wealth managementAsset managementHNWUHNWFixed incomeManaged accounts

Skills:Client communicationSales performancePartneringTraining deliveryRelationship management

Licenses:SIESeries 7Series 66Series 63Series 65

Languages:MandarinCantonese

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

2 days ago

Senior Investment Specialist (Beverly Hills, CA, US, 90210)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Own West Coast Regions coverage plans across in-person, telephone, and virtual engagement with HSI intermediaries.
•Translate AMUS market views and investment outlook into clear, client-ready positioning and sales narratives.
•Partner with Wealth and Private Bank teams to anticipate client objectives and objections and support end-to-end solution conversations.
•Shape holistic investment ideas for total portfolio allocation discussions and deepen share of wallet.
•Prepare proposals, portfolio analyses, performance reporting, and competitive insights, and deliver continuing education and structured training.

Pay and Benefits

Perks:Wellness Stipend

Key Requirements

•Substantial experience in wholesaling, investment sales, portfolio consulting, managed accounts distribution, or a closely related wealth or asset management role.
•Track record delivering net and gross sales, increasing share of wallet, and influencing advisor adoption across a broad territory.
•Experience supporting Premier, HNW, and UHNW clients through intermediaries, including participation in client meetings and solution presentations.
•Strong portfolio construction and asset allocation knowledge, including diversification and risk/return trade-offs with clear client communication.
•Hold required securities licenses (Series SIE, 7 and 66 or Series 7, 63 and 65 as applicable) and communicate fluently in Mandarin and Cantonese.

Experience:Wealth managementAsset managementHNWUHNWFixed incomeManaged accounts

Skills:Client communicationSales performancePartneringTraining deliveryRelationship management

Licenses:SIESeries 7Series 66Series 63Series 65

Languages:MandarinCantonese

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn