Assistant Manager, Portfolio Management
Kowloon City, Kowloon, HK
GCB 6
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through Business Banking, our international network offers comprehensive support and services to small and medium-sized businesses. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of relationship managers and product specialists provides a range of end-to-end solutions designed to help businesses reach their potential.
We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Portfolio Management.
In this role you will
- Identify business opportunities and promote other commercial banking products to maximize business growth
- Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfil customers’ needs
- Develop relationships with business customers through outreach activities
- Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies
- Support the successful implementation of Business Banking strategies
- Liaise with other teams to deliver product and service solutions
- Identify sales opportunities and cross sell HSBC products to appropriate business customers
- Make business referrals to appropriate parties in HSBC
To be successful you will need
- University graduate
- Proven banking experience and customer facing experience; knowledge of the commercial banking and treasury products and services is a plus
- High level of customer centricity mind set with dedication to deliver exceptional quality services
- Strong presentation and communication skills in written and spoken English and Cantonese, fluency in Putonghua is an advantage
- Self-Motivated and able to work under pressure
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- Less experienced candidates are welcome and may be considered for the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred
- You will be assigned to one of the HSBC Business Centre’s subject to business needs