{"data":{"company":{"name":"Intl Wealth & Premier Banking","slug":"intl-wealth-premier-banking","logo_url":"https://logos.yubhub.co/portal.careers.hsbc.com.png","canonical_domain":"portal.careers.hsbc.com","editorial":null,"wikidata_id":null,"founded":null,"ceo":null,"founders":[],"hq_location":null,"industry":null,"employee_count":null,"official_website":null,"wikipedia_url":null,"stock_ticker":null,"stock_price":null,"market_cap":null,"revenue":null,"ipo_date":null,"sector":null,"full_time_employees":null,"company_description":null,"twitter_username":null,"linkedin_id":null,"instagram_username":null,"facebook_id":null,"parent_org":null,"country":null,"github_org":null,"github_public_repos":null,"github_followers":null,"github_verified":0,"github_description":null,"github_location":null,"github_blog":null,"github_twitter":null,"stock_exchange":null,"stock_beta":null,"stock_range":null,"stock_is_actively_trading":null,"fmp_image":null,"fmp_address":null,"fmp_city":null,"fmp_state":null,"fmp_country":null,"recent_news":[],"search_interest_index":null,"search_interest_trend":null,"wikipedia_monthly_views":null,"hn_mention_count":null,"hn_top_stories":[],"wayback_first_year":null,"sec_incorporation_state":null,"sec_latest_filing_type":null,"sec_latest_filing_date":null,"sec_filings":[],"research_papers_count":null,"research_citations_count":null,"research_h_index":null,"research_topics":[],"is_federal_contractor":null,"earnings_calendar":[],"industry_canonical":null,"enrichment_sources":[],"last_enriched_at":null},"hiring":{"total_jobs":11,"categories":[{"category":"finance","count":8},{"category":"sales","count":1},{"category":"it","count":1},{"category":"hr","count":1}],"experience_levels":[{"level":"senior","count":7},{"level":"entry","count":2},{"level":"mid","count":1}],"work_arrangements":[{"arrangement":"onsite","count":6},{"arrangement":"hybrid","count":1}],"top_titles":[{"title":"Universal Banker Leader","count":1},{"title":"SR Customer Development Rep","count":1},{"title":"Special Sales Wealth Insurance RBWM","count":1},{"title":"Senior Credit Advisor","count":1},{"title":"Sales and Service Advisor","count":1},{"title":"Product Specialist / Trader - Structured Product","count":1},{"title":"IWPB Client Services Associate","count":1},{"title":"High Net Worth Relationship Manager - LATAM","count":1},{"title":"Contact Centre Intern","count":1},{"title":"Business QA AI Lead","count":1},{"title":"AVS","count":1}],"locations":[{"location":"kuala lumpur, federal territory of kuala lumpur","count":2},{"location":"tijuana, baja california","count":1},{"location":"shanghai, shanghai","count":1},{"location":"mumbai, maharashtra","count":1},{"location":"miami","count":1},{"location":"guangzhou, guangdong","count":1},{"location":"guadalajara, jalisco","count":1},{"location":"gomez palacio, durango","count":1},{"location":"central, hong kong island","count":1},{"location":"beverly hills, california","count":1}],"skills":[{"skill":"Customer Service","required":4,"preferred":0,"total":4},{"skill":"Problem-solving","required":3,"preferred":0,"total":3},{"skill":"Sales","required":3,"preferred":0,"total":3},{"skill":"Risk Assessment","required":2,"preferred":0,"total":2},{"skill":"Communication Skills","required":2,"preferred":0,"total":2},{"skill":"Communication","required":2,"preferred":0,"total":2},{"skill":"Teamwork","required":2,"preferred":0,"total":2},{"skill":"Financial Sector Experience","required":0,"preferred":2,"total":2},{"skill":"Client Relationship Management","required":1,"preferred":0,"total":1},{"skill":"Financial Markets","required":1,"preferred":0,"total":1},{"skill":"Product Capabilities","required":1,"preferred":0,"total":1},{"skill":"Statistical Analysis","required":1,"preferred":0,"total":1},{"skill":"Asset Gathering","required":1,"preferred":0,"total":1},{"skill":"Asset Growth","required":1,"preferred":0,"total":1},{"skill":"Revenue Generation","required":1,"preferred":0,"total":1},{"skill":"Spanish","required":0,"preferred":1,"total":1},{"skill":"English","required":0,"preferred":1,"total":1},{"skill":"Credit Analysis","required":1,"preferred":0,"total":1},{"skill":"Relationship Building","required":1,"preferred":0,"total":1},{"skill":"Microsoft Office","required":1,"preferred":0,"total":1}],"salary_stats":null,"job_types":[{"type":"full-time","count":10},{"type":"internship","count":1}],"latest_jobs":[{"id":"job_6bfedaf2-228","title":"Product Specialist / Trader - Structured Product","source_url":"https://portal.careers.hsbc.com/careers/job/563774612043602","location":"Central, Hong Kong Island","job_type":"full-time","experience_level":"senior","work_arrangement":null,"category":"Finance","description":"<p>We are currently seeking a high calibre professional to join our team as a Product Specialist / Trader.</p>\n<p>In this role, you will be responsible for advisory and daily executions of cross-assets structured products, provide daily runs, handle day-to-day pricing requests, and address after-sales inquiries of executed trades.</p>\n<p>Key responsibilities include:</p>\n<ul>\n<li>Conducting cross-asset class flow and non-flow Structured Products price discoveries, order placements, and executions per Regulatory framework and desk procedures</li>\n<li>Partnering with Relationship Managers and Investment Counsellors to provide optimal pricing and customized solutions to clients</li>\n<li>Providing SP ideas through proactive advisory services, including producing internal investment commentaries, weekly morning presentations on tactical SP ideas, marketing support, and training to RMs and ICs</li>\n<li>Supporting marketing initiatives and working closely with counterparties to review and provide feedback on counterparties&#39; product documents</li>\n<li>Identifying new payoffs, expanding product shelf, onboarding new payoffs, and counterparties or ad-hoc projects</li>\n<li>Coordinating with Operations and Technology teams to support settlement, implementation, and upgrade of SP trading platforms, desk&#39;s process streamlining, and automation projects</li>\n</ul>\n<p>To be successful, you will need:</p>\n<ul>\n<li>Experience in Structured Products / derivatives with advisory / structuring experience</li>\n<li>Good multi-asset product knowledge (equities, rates, credit, commodities, funds, and hybrids)</li>\n<li>Proven track record in sales and advisory in Structured Products</li>\n<li>Excellent communication skills to articulate complex financial concepts and strategies in a simple form, as well as strong stakeholder management skills</li>\n<li>Good understanding of suitability, risk, and compliance requirements for regulated roles</li>\n<li>Strong knowledge in business computer applications</li>\n</ul>","enriched_at":1785792264500},{"id":"job_aa2ce80f-9aa","title":"Universal Banker Leader","source_url":"https://portal.careers.hsbc.com/careers/job/563774612040014","location":"Mumbai, Maharashtra","job_type":"full-time","experience_level":"senior","work_arrangement":"onsite","category":"Finance","description":"<p>We are seeking an experienced professional to join the International Wealth &amp; Premier Banking team as a Universal Banker Leader. This is a branch-based customer-facing role focused on servicing customers, providing expert advice on digital channels, and responding to simple servicing queries.</p>\n<p>Key responsibilities include:</p>\n<ul>\n<li>Engaging and discovering customer needs on branch entry</li>\n<li>Acquiring new-to-bank customers</li>\n<li>Delivering service excellence</li>\n<li>Promoting and delivering multi-channel engagement</li>\n<li>Supporting the branch</li>\n<li>Protecting the bank through vigilance against fraud and adherence to regulations/policies</li>\n</ul>\n<p>The ideal candidate will have:</p>\n<ul>\n<li>A graduate degree in any stream</li>\n<li>4+ years of experience in a sales/service role in a bank</li>\n<li>Completed 12 months in the current role (for internal candidates)</li>\n<li>Familiarity with AI-enabled tools is an advantage</li>\n</ul>\n<p>HSBC offers a culture where all employees are valued, respected, and opinions count, with opportunities for continuous professional development, flexible working, and growth within an inclusive and diverse environment.</p>","enriched_at":1785792238072},{"id":"job_ea54d3b3-ddf","title":"IWPB Client Services Associate","source_url":"https://portal.careers.hsbc.com/careers/job/563774612043720","location":"Kuala Lumpur, Federal Territory of Kuala Lumpur","job_type":"full-time","experience_level":"mid","work_arrangement":null,"category":"Finance","description":"<p>You will be supporting IWPB Client Services in completing Know Your Customer (KYC) reviews, working directly with internal and external stakeholders to complete cases within required timelines.</p>\n<p>As part of our global transition to a Single Actor Model (SAM) within Client Services, you will be managing end-to-end completion of the KYC Journey, working within CDD tooling to update customer KYC details, perform outreach and complete monthly case volumes.</p>\n<p>Your role will entail reviewing the KYC profiles of our profiles, confirming if the data we have is sufficiently updated to enable the bank to manage its risk and, where we need more information, contacting customers through a variety of channels to refresh their internal profiles.</p>\n<p><strong>Responsibilities</strong></p>\n<ul>\n<li>Own end-to-end case progression, including planning, executing and documenting customer outreach to obtain KYC refresh information and resolve gaps within SLA.</li>\n<li>Drive timely customer responses through structured follow-ups across email/voice/digital channels, escalating appropriately where responses are delayed.</li>\n<li>Undertake review process steps supporting our Customer Due Diligence requirements, including assessing risk, screening for risk-relevant external news, assessing / refreshing Source of Wealth, and completion of procedural steps to review / refresh internal risk profiles.</li>\n<li>Perform Negative News &amp; Facts Screening using tools prescribed by in-country FCC Team (e.g. LexisNexis, Factiva, etc).</li>\n<li>Determine the Source of Wealth (SoW) specifics such as Net worth, tangible &amp; intangible assets and Source of Wealth Type using required internal and external information, balancing the ability to infer certain data points versus needing to outreach to customers.</li>\n<li>Analyse Account Activity and Source of Wealth information where required, publishing or refreshing a concise summary for the business risk owners or Relationship Managers to be able to approve.</li>\n<li>Apply critical thinking to reviews of customer profiles and confirmation of which data points do or do not require customer contact, providing clear justifications for the decisions taken when completing the CDD profile.</li>\n</ul>\n<p><strong>Operational Effectiveness &amp; Control</strong></p>\n<ul>\n<li>Proactively manage day-to-day processes, supporting the Operation by meeting individual Profiles-Per-Analyst (PPA) monthly targets.</li>\n<li>Manage a personal pipeline across multiple stages (review, outreach, follow-up, remediation, approval), prioritising by risk and SLA.</li>\n<li>Maintain knowledge of the KYC process and required procedures (e.g. local DIMs), refreshing that knowledge as new guidance or process changes are communicated to teams.</li>\n<li>Ensure process requirements are met, adhered to, completed in accordance with established procedures and standards set.</li>\n<li>Meet required quality targets, both from a case processing and customer / stakeholder outreach perspective.</li>\n</ul>\n<p><strong>Requirements</strong></p>\n<ul>\n<li>Good team player with the ability to multi-task, depending on the criticality of the tasks.</li>\n<li>Strong verbal and written communication skills and committed to enhance customer experience through exceptional customer service.</li>\n<li>Strong negotiation and influencing skills with the ability to manage difficult conversations with challenging customers including handling complaints.</li>\n<li>Ability to work under pressure, prioritise work accordingly to meet tight deadlines while meeting the required Service Level Agreements and ensuring efficiency.</li>\n<li>Basic knowledge and understanding of compliance and audit standards; the ability to assess risks in accordance to the different type of customers.</li>\n<li>Fluent in spoken English and Bahasa Malaysia; Mandarin / Cantonese.</li>\n</ul>\n<p><strong>Additional Skills</strong></p>\n<ul>\n<li>Minimum experience of 12 months in dealing with CDD &amp; Systems.</li>\n<li>Previous experience in a retail or corporate CDD process / environment.</li>\n<li>Previous experience managing calls / communications to external clients, especially high-net worth clients.</li>\n</ul>","enriched_at":1785792210554},{"id":"job_518e5f25-140","title":"Sales and Service Advisor","source_url":"https://portal.careers.hsbc.com/careers/job/563774612052673","location":"Gomez Palacio, Durango","job_type":"full-time","experience_level":"entry","work_arrangement":"onsite","category":"Finance","description":"<p>HSBC México is seeking a Sales and Service Advisor to improve customer experience at the branch by providing attention at the counter and promoting our products and services to current and potential clients.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Provide excellent customer service and promote bank products and services</li>\n<li>Refer clients to promoters or alternative channels to increase branch profitability</li>\n<li>Work in a team environment and focus on results and problem-solving</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>Bachelor&#39;s degree in Economics, Administration, or Finance (completed or in progress)</li>\n<li>At least 6 months of experience in customer service and/or sales, preferably in the financial sector</li>\n<li>Availability to work Monday to Saturday</li>\n</ul>\n<p>Skills:</p>\n<ul>\n<li>Customer orientation and sales skills</li>\n<li>Teamwork and collaboration</li>\n<li>Results-oriented and problem-solving</li>\n<li>Adaptability to change</li>\n</ul>\n<p>Benefits:</p>\n<ul>\n<li>Direct hiring by the bank</li>\n<li>Base salary, quarterly bonus for performance, Christmas bonus, vacation premium, life insurance, major medical expense insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts at over 9,000 establishments, and a career plan aligned with your aspirations</li>\n</ul>","enriched_at":1785792116213},{"id":"job_7ea9d0df-4f2","title":"Special Sales Wealth Insurance RBWM","source_url":"https://portal.careers.hsbc.com/careers/job/563774612052929","location":"Guadalajara, Jalisco","job_type":"full-time","experience_level":"senior","work_arrangement":"hybrid","category":"Sales","description":"<p>We are seeking a Mobile Insurance Specialist to promote HSBC&#39;s insurance solutions to high net worth clients, focusing on Premier clients who rarely visit branches.</p>\n<p>Key Responsibilities:</p>\n<ul>\n<li>Collaborate with Premier RM Retail Direct advisors to identify prospects interested in savings, retirement, or protection solutions.</li>\n<li>Conduct face-to-face meetings with clients to detect needs and make sales.</li>\n<li>Assist Premier RM Retail Direct advisors in identifying potential clients who could benefit from protection, savings, or retirement conversations.</li>\n<li>Help close sales in-branch when visiting Premier RM Retail Direct advisors.</li>\n<li>Identify and capture business opportunities in insurance with rapid follow-up of potential clients and campaigns based on analysis.</li>\n<li>Maintain a high rate of submissions to issuance (with rapid follow-up and efficient after-sales service).</li>\n<li>Promote professional sale of insurance products.</li>\n<li>Provide specialised advice on suitable insurance solutions to ensure Premier NRC clients&#39; insurance and protection needs are satisfied.</li>\n<li>Establish effective working relationships with other branch teams and relevant partners to ensure a consistent approach and exceptional service standard.</li>\n<li>Drive satisfaction of multiple current NRC Insurance ETB clients&#39; needs through direct sales campaigns and maturity campaigns.</li>\n<li>Build and maintain a positive team culture, ensuring quality commercial references and reference skills among team members, and contributing to product knowledge and skills exchange.</li>\n<li>Build relationships with relationship managers and clients.</li>\n<li>Support referrals to the branch when other client needs (wealth-related/non-insurance related) are identified.</li>\n<li>Identify and capture business opportunities from client referrals and provide referrals to non-bank relationship managers for onboarding.</li>\n<li>Manage individual insurance portfolio to ensure highest client satisfaction and persistence rate.</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>Solid experience in life insurance sales, endowment, retirement protection (PPR) and field recruitment (at least 2 years desirable).</li>\n<li>Face-to-face sales skills based on potential client needs.</li>\n<li>Ability to identify client needs.</li>\n<li>Strong skills in managing consultative sales processes.</li>\n<li>Valid CNSF licence and delegating portfolio.</li>\n<li>Strong customer service skills with the ability to provide an exceptional experience and tailored solutions.</li>\n<li>In-depth knowledge of complex financial products and solutions, including financial markets, socioeconomic dynamics, and relevant regulatory requirements.</li>\n<li>Broad knowledge of the external market, market conditions, new product solutions, and understanding of current financial market activities.</li>\n<li>Demonstrated ability and experience to correctly identify client needs.</li>\n<li>Strong skills in managing consultative sales processes.</li>\n<li>Team player with collaboration skills.</li>\n</ul>\n<p>Benefits:</p>\n<ul>\n<li>Participation in sustainability/social responsibility programs.</li>\n<li>Discounts at over 9,000 establishments.</li>\n<li>Customised career plan.</li>\n<li>Additional paid leave for special occasions such as weddings, newborns, or bereavement.</li>\n</ul>","enriched_at":1785792085103},{"id":"job_4fa9d4f8-2e9","title":"AVS","source_url":"https://portal.careers.hsbc.com/careers/job/563774612039569","location":"Tijuana, Baja California","job_type":"full-time","experience_level":"entry","work_arrangement":"onsite","category":"Finance","description":"<p>We are seeking an AVS to enhance customer experience at our branch by providing exceptional service at the counter. You will promote our products and services to current and potential clients, referring them to promoters or alternative channels to help increase profitability at the branch.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Provide excellent customer service at the counter</li>\n<li>Promote products and services to current and potential clients</li>\n<li>Refer clients to promoters or alternative channels</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>Degree in Economics, Administration, or Finance (completed or in progress) or completed high school diploma</li>\n<li>Minimum 6 months of experience in customer service</li>\n<li>Minimum 6 months of experience in sales, preferably in the financial sector</li>\n<li>Monday to Saturday work schedule</li>\n</ul>\n<p>Skills:</p>\n<ul>\n<li>Customer orientation and sales focus</li>\n<li>Teamwork</li>\n<li>Results-driven and problem-solving approach</li>\n<li>Adaptability to change</li>\n</ul>","enriched_at":1785532158842},{"id":"job_60078b95-759","title":"Contact Centre Intern","source_url":"https://portal.careers.hsbc.com/careers/job/563774611823296","location":"Kuala Lumpur, Federal Territory of Kuala Lumpur","job_type":"internship","experience_level":null,"work_arrangement":null,"category":"HR","description":"<p>Our internship program gives you a real-life insight into a future career in our Contact Centre team in Kuala Lumpur. You&#39;ll work on improving customer experience and new hire retention.</p>\n<p>Your responsibilities:</p>\n<ul>\n<li>Analyse iNPS detractor feedback to identify recurring themes and customer pain points</li>\n<li>Build simple reports to track detractor trends and support follow-up actions with Operations teams</li>\n<li>Conduct interviews and surveys with recent hires and leavers to gather qualitative insights</li>\n<li>Draft practical materials to enhance onboarding and engagement</li>\n<li>Prepare summaries and slides for internal discussions</li>\n<li>Learn how operational and people metrics connect to service quality and customer experience</li>\n</ul>\n<p>Eligibility criteria:</p>\n<ul>\n<li>Available for 16-24 week full-time internship from July to December 2026</li>\n<li>Currently enrolled in an undergraduate or postgraduate program in Business Analytics, Data Science, Human Resource Management, Psychology, Business Administration, or Communications</li>\n<li>In your final or penultimate year of studies, expected to graduate in 2027</li>\n<li>GPA of at least 4.0/5.0 or 3.2/4.0 or 2nd class upper (or equivalent)</li>\n<li>Right to work in Malaysia without sponsorship</li>\n</ul>\n<p>To succeed in this role, you&#39;ll need:</p>\n<ul>\n<li>Team player with collaboration skills</li>\n<li>Fast-paced and detail-oriented with ability to juggle tasks and work under pressure</li>\n<li>Curious and adaptable with a willingness to learn</li>\n<li>Good communication skills for writing clear summaries and supporting presentations</li>\n<li>Organised and able to manage tasks independently while working with others</li>\n</ul>","enriched_at":1783764505055},{"id":"job_01e35f96-2ce","title":"Business QA AI Lead","source_url":"https://portal.careers.hsbc.com/careers/job/563774611694917","location":"Guangzhou, Guangdong","job_type":"full-time","experience_level":"senior","work_arrangement":null,"category":"IT","description":"<p>We are currently seeking an experienced professional to join our team in the role of Business QA AI Lead. This role involves leading and supporting QA automation initiatives across web and mobile platforms, working with business, technology, QA, and delivery teams to improve testing efficiency, coverage, and quality.</p>\n<p>Principal responsibilities:</p>\n<ul>\n<li>Lead and support QA automation initiatives across web and mobile platforms.</li>\n<li>Work with business, technology, QA, and delivery teams to improve testing efficiency, coverage, and quality.</li>\n<li>Support digital delivery by applying automation-first and engineering-led testing practices.</li>\n<li>Explore and implement AI-enabled QA solutions, including AI Agent use cases for Business QA.</li>\n<li>Provide technical guidance to QA colleagues and support automation and AI capability uplift.</li>\n<li>Coordinate with stakeholders to ensure automation deliverables align with project priorities and timelines.</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>Experience in QA automation, software engineering, digital delivery, or change management.</li>\n<li>Strong hands-on experience in web automation testing, such as Selenium, Playwright, or Cypress.</li>\n<li>Experience in mobile automation testing for iOS and/or Android, such as Appium.</li>\n<li>Good programming skills in Java and/or Python.</li>\n<li>Good understanding of test automation strategy, testing lifecycle, CI/CD, and quality engineering practices.</li>\n<li>Experience in AI Agent development or AI-enabled software delivery/testing.</li>\n</ul>\n<p>HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.</p>","enriched_at":1783004679250},{"id":"job_469c1721-99e","title":"SR Customer Development Rep","source_url":"https://portal.careers.hsbc.com/careers/job/563774610973249","location":"Shanghai, Shanghai","job_type":"full-time","experience_level":"senior","work_arrangement":"onsite","category":"Finance","description":"<p>Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families.</p>\n<p>We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.</p>\n<p>Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.</p>\n<p>In this role, you will:</p>\n<ul>\n<li>Be responsible for successful implementation of Premier Acquisition strategies</li>\n</ul>\n<ul>\n<li>Acquire new-to-bank customers via central or self-generated leads.</li>\n</ul>\n<ul>\n<li>In order to deliver a high quality service to our highest value personal clients the role holder will need to complete simple retail sales.</li>\n</ul>\n<ul>\n<li>Development of strong working relationships with relevant business areas (e.g., WPB, Marketing, etc)</li>\n</ul>\n<ul>\n<li>Delivery high standard customer service to meet customer satisfactory</li>\n</ul>\n<p>Qualifications</p>\n<p>To be successful in the role, you should meet the following requirements:</p>\n<ul>\n<li>Bachelor&#39;s degree or equivalent experience</li>\n</ul>\n<ul>\n<li>Minimum of one year proven and progressive financial services and/or retail sales experience or equivalent</li>\n</ul>\n<ul>\n<li>Sound knowledge of various forms of deposits, WEM product, mortgage, etc.</li>\n</ul>\n<ul>\n<li>Knowledge of the constantly changing laws/regulations governing banks/finance industry, consumer trends, competitor offerings, economic and foreign currency markets</li>\n</ul>\n<ul>\n<li>Strong presentation and sales skills</li>\n</ul>\n<ul>\n<li>Objection handling techniques and work under pressure</li>\n</ul>\n<ul>\n<li>Good interpersonal and communication skills</li>\n</ul>\n<ul>\n<li>Customer service orientation</li>\n</ul>\n<ul>\n<li>Attain appropriate professional and regulatory qualifications as required by market</li>\n</ul>\n<ul>\n<li>Attain any internal standards as required by HBCN</li>\n</ul>","enriched_at":1781198106279},{"id":"job_26f847ef-d48","title":"Senior Credit Advisor","source_url":"https://portal.careers.hsbc.com/careers/job/563774610372190","location":"Beverly Hills, California","job_type":"full-time","experience_level":"senior","work_arrangement":"onsite","category":"Finance","description":"<p>In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. The Senior Credit Advisor will be the go-to expert on all credit and risk-based products with emphasis and support to Private Banking relationship managers and business heads.</p>\n<p>As a Senior Credit Advisor, you will be responsible for identifying, structuring, negotiating, and underwriting new credit opportunities. You will build trust with clients, learning new concepts and researching information in real-time to provide creative solutions. You will handle risk and portfolio management with credit products.</p>\n<p>Key qualifications for this role include experience in underwriting from start to finish credit memos for various credit products, such as lending secured by marketable securities, single stock, unsecured, commercial real estate, residential mortgages, hedge funds, private equity capital call, art, financial sponsors, unlisted shares, life insurance premium finance, music rights lending, CAT B foreign exchange, and derivatives lending. You will also create credit memos that discuss transaction summaries, loan structures, covenants, collateral, financials spreads, risk and mitigants, strengths and weaknesses, documentation, and recommendations.</p>\n<p>Client-facing experience and dealing with Private Bank High Net Worth Clients is essential. Familiarity with credit analysis, relationship building, and Microsoft Office is also required.</p>\n<p>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will be empowered to drive HSBC&#39;s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift programme, and a comprehensive programme of immersive Sustainability and Climate Change Initiatives.</p>","enriched_at":1777040203571}],"category_normalised":[{"category":"finance","count":8},{"category":"sales","count":1},{"category":"it","count":1},{"category":"hr","count":1}],"velocity":{"weeks":[{"week_start":"2026-04-13","count":1},{"week_start":"2026-04-20","count":1},{"week_start":"2026-06-08","count":1},{"week_start":"2026-06-29","count":1},{"week_start":"2026-07-06","count":1},{"week_start":"2026-07-27","count":6}],"trend":"stable","wow_pct":500},"momentum":{"recent_14d":6,"prior_14d":1,"growth_pct":500,"classification":"stable"},"salary_vs_industry":{"company_median":null,"industry_median":null,"percentile":null,"sample_size":0,"by_region":[],"transparency_pct":0,"industry_transparency_pct":0,"transparency_warning":true},"market_share":{"company_jobs":11,"industry_total":11,"share_pct":100,"rank":1,"peer_count":1},"ai_exposure":{"occupation_weighted_score":0.077,"skill_weighted_score":0,"top_exposed_titles":[],"top_exposed_skills":[]},"peer_set":[],"skills_lq":[],"geographic_shift":{"current":[{"region":"Unknown","count":5,"share_pct":45.5},{"region":"APAC","count":4,"share_pct":36.4},{"region":"United States","count":1,"share_pct":9.1},{"region":"India","count":1,"share_pct":9.1}],"emerging":[{"region":"APAC","recent_30d":3,"prior_30d":1,"growth_pct":200},{"region":"Unknown","recent_30d":3,"prior_30d":1,"growth_pct":200}],"shrinking":[]},"seniority_anomalies":{"exec_recent_30d":0,"exec_prior_90d_avg":0,"exec_growth_pct":0,"notable_exec_hires":[]},"posting_dynamics":{"median_days_open":1,"industry_median_days_open":null,"long_open_count":2,"closure_rate_pct":98}}}}