Advisory Specialist - Sales Enablement

HSBC Holdings plc; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

HSBC is seeking an Advisory Specialist - Sales Enablement in London to drive the development and adoption of the Advisory proposition across Private Banking and Retail Wealth, blending investment advice, technology and portfolio insights.

You will translate strategy into practical sales enablement, front-office engagement and client-ready materials to help advisers deliver insightful, consistent client conversations.

Qualifications

• Experience in investment advisory or client-facing roles in Private Banking or Wealth Management.
• Strong knowledge of asset allocation, portfolio construction and analytics.
• Proven sales enablement, proposition commercialization, training or front-office engagement.
• Ability to simplify complex investment concepts for diverse audiences.
• Excellent communication, presentation, influencing and stakeholder management.
• Degree in finance/economics/mathematics/business; CFA desirable.

Responsibilities

• Execute global go-to-market and adoption plan for Advisory.
• Support development and market activation in new markets with stakeholders.
• Drive commercialization and adoption across client segments and markets.
• Design and deliver sales initiatives, training, and client-facing materials.
• Provide subject-matter expertise on Advisory and Aladdin Wealth.
• Partner with Product, COO/Transformation, Technology and front-office.
• Monitor adoption and performance; use data to target enablement.

Skills

Investment advisory experience

Client-facing experience

Private Banking knowledge

Wealth Management

Asset allocation knowledge

Portfolio analytics

Sales enablement

Stakeholder management

Education

Finance/economics/mathematics/business degree

CFA desirable

Job description

Advisory Specialist - Sales Enablement

Location: London, UK

Wealth & Premier Solutions

HSBC are looking for an Advisory Specialist - Sales Enablement to help drive the global development, commercialisation and adoption of our Advisory proposition across Private Banking and Retail Wealth. Working at the intersection of investment advice, technology and portfolio insights, you’ll translate strategy into practical sales enablement, front-office engagement and client-ready materials-helping advisers deliver consistent, insight-led client conversations and outcomes.

Key responsibilities

• Execute the global go-to-market and adoption plan for Advisory, aligned to business and client priorities.
• Support the development and market activation of Advisory capabilities in new markets, working with relevant stakeholders to adapt the proposition and enable successful launch and adoption.
• Drive commercialisation and adoption of Advisory capabilities across relevant client segments, markets and global booking centres.
• Design and deliver sales initiatives, training, communications and client-facing materials to build front-office confidence in Advisory.
• Provide subject-matter expertise on Advisory propositions and Aladdin Wealth, translating portfolio analytics into clear front-office guidance and compelling client narratives.
• Partner with Product, COO/Transformation, Technology and front-office teams to shape new capabilities, improve platform usability and ensure analytics are practical for client delivery.
• Monitor adoption, pipeline/activity and commercial performance; use data and feedback to target enablement activity and continuous improvement.

Essential requirements

• Relevant investment advisory and/or client-facing experience in Private Banking or Wealth Management.
• Strong understanding of asset allocation, portfolio construction and portfolio analytics, and how they apply to investment advice.
• Proven experience in sales enablement, proposition commercialisation, training and/or front-office engagement.
• Ability to simplify complex analytical/investment concepts into clear, practical messages for technical, business and client-facing audiences.
• Excellent communication, presentation, influencing and stakeholder-management skills; able to deliver outcomes without direct authority.
• Degree in finance/economics/mathematics/business (or similar); CFA desirable.

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail].