.**Investment Sales Specialist (Puebla) - Asset Management****Role Purpose**:The role is a specialist role and is part of the Asset Management structure. The position is based Puebla City MX. The incumbent is expected to be a technical expert in investments and sales oriented.The sales plan for Asset Management Mexico is a strategic priority for HSBC, where the Investment Specialist is the key figure to develop and increase penetration on Investment Funds & Discretionary Portfolios into WPB looking for the benefit of our clients providing expert advice and following suitability model.**Principal Accountabilities and Responsibilities**Role of Investment Specialist is a key contributor in achieving the business objectives**Training**- Training RMs on technical & practical skills through programed trainings & improve RMs' product specific technical knowledge by effective on-job coaching and training.- Strengthen HSBC's image as a leading investment provider by enhancing RMs to advanced technical product expertise.**Sales**- Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks- Provide advice to RMs based on technical knowledge on investments.- Assist RMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant investment solutions and technical analysis, and assisting RMs in presenting and explaining solution(s) to client- Support RMs to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled**Market Views & Client Events**- Provide the assigned region with market views and assist on client planned events- Participate in Investment Committees for Asset Management decision making within the portfolios**MI, Performance Tracking & Process Streamlining**- Manage MI for performance tracking to understand which is the problematic and how to approach it, through straight approach with RM and strategic approach with senior sales management- Streamlining, contribute to simplify process through technical knowledge & on the ground experience.**Clients/Stakeholders**- Initiate and conduct educational events with clients to improve clients' financial literacy and knowledge of financial markets and solutions- Continue to develop and sharpen technical expertise, working closely with the Wealth Management team.- Identify and provide feedback from RMs and clients to product & central teams in order to continuously improve our products and services**Leadership & Teamwork**- Proactively work with the assigned region to provide client centric services and solutions- Strong team player that deploys time strategically and commercially in order to support the different segments assigned in the division