Bilingual Premier Wealth Services Advisor

HSBC; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

HSBC is seeking a Wealth Services Specialist to provide account support and execute trades for WPB Premier clients in a bilingual capacity. You will receive and process buy/sell orders across equities, fixed income, and funds, perform account maintenance, and initiate standard forms.

Collaborate with Wealth Centers, WRMs, and Compliance to resolve inquiries, support tax reporting, and ensure accurate processing.

Qualifications

• Experience in financial services is required.
• Strong knowledge of investment products and markets, plus regulations.
• Excellent communication skills, both verbal and written.

Responsibilities

• Attend phone lines queues and service clients in two languages.
• Receive and execute buy/sell orders for equities, options, fixed income, funds, and currency.
• Perform account maintenance and initiate Forms (IRA distributions, ACH, Journal, etc.).
• Support clients for tax reporting needs and brokerage inquiries.
• Support regulatory compliance and reporting requirements.
• Maintain desk activity records and assist with trade-related reports.

Skills

Investment knowledge

Customer service

Multilingual

Regulatory compliance

Series 7/66 licensed

Education

Bachelor's degree in Finance or related field

Tools

Brokerage platforms

Trade execution tools

Job description

HSBC is seeking a Wealth Services Specialist to provide account support and execute trades for WPB Premier clients in a bilingual capacity. You will receive and process buy/sell orders across equities, fixed income, and funds, perform account maintenance, and initiate standard forms.

Collaborate with Wealth Centers, WRMs, and Compliance to resolve inquiries, support tax reporting, and ensure accurate processing.