Strategic Advisory Enablement Lead

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

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.