Portfolio Manager, Global Network Banking

Some career choices have more impact than others.

At HSBC our purpose is to Open up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

As an HSBC employee in New Zealand, you’ll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym membership.

HSBC Corporate and Institutional Banking (CIB) provides universal financial services support to large corporate and institutional clients around the world. Leveraging the strength, scope and expertise of our global banking network, CIB is positioned as an essential partner to large enterprises seeking to maximize their potential and offers streamlined business access to HSBC’s broad range of market leading banking products and services. 

Taking on the role of Portfolio Manager with our Global Network Banking (GNB) business, your focus will be to provide banking services to subsidiaries of CIB customers, delivering consistent, in-depth and dedicated coverage across the HSBC network with the goal of deepening our existing client relationships.  In doing so, you will be responsible for managing a portfolio of clients, whose headquarters bank with HSBC in other countries, targeting superior customer service and upselling to improve revenue growth.

Based in Auckland, this role will give you a great opportunity to broaden your corporate banking experience with a large internationally focused portfolio. This will provide you with new challenges, as you work across our full suite of commercial banking products as well as financial crime and credit risk management.

Your main responsibilities will include:

• Developing effective strategies to manage customer relationships, anticipating customer needs and providing a superior quality service to position HSBC as the market leader in this segment.
• Derive and execute a sales strategy for Inbound clients (new and existing), in conjunction with the Team Leader, generating leads, referrals and opportunities through excellent customer service.
• Delivering a high quality service by owning customer engagement, striving for excellence in all interactions with customers or other professionals, and always acting according to the highest professional standards.
• Establishing a close working relationship with the HSBC Compliance team and effectively manage AML risks.
• Onboarding new clients and conducting annual reviews to ensure credit risks are effectively managed.
• Growing sustainable revenues from the existing customer portfolio and through targeted onboarding of new customers.
• Working collaboratively with other Global Businesses, Product and Service Partners to identify opportunities to connect customers to opportunities and strengthen existing relationships.

To be successful in this role, you will need:

• Demonstrated experience providing superior customer service, enabling you to consistently meet and exceed customer expectations, preferably in a commercial banking environment.
• Knowledge and understanding of customer due diligence processes.
• Strong analytical skills with a strong commercial orientation.
• The ability to build strong and lasting relationships with internal and external stakeholders through excellent written and verbal communication skills and confident interpersonal skills.
• Attention to detail and the ability to work autonomously without supervision.
• A tertiary qualification in a relevant discipline.

Preference will be given to candidates who hold New Zealand or Australian Citizenship, New Zealand Permanent Residency, or who can demonstrate current unrestricted work rights in New Zealand without limitations.

We value difference through seeking out different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.

You’ll achieve more at HSBC.  Learn more about careers at HSBC New Zealand – https://www.about.hsbc.co.nz/careers

HSBC takes pride in a diverse and inclusive working environment that sees our people benefit from mentoring, flexible working and the support of Employee Resources Network Groups.  Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.