Assistant Manager, Portfolio Management

GCB 6

If you’re seeking a career that opens new opportunities, join HSBC and see how your contribution is valued. Whether you’re aiming for senior leadership or a new professional direction, we offer the support, development and rewards to help you progress.

Within Business Banking, our global network provides comprehensive services to SMEs. From international expansion to managing cash and trade flows, our Business Banking teams and Product Specialists deliver end-to-end solutions to help businesses achieve their ambitions.

We are seeking a high-calibre graduate to join as an Assistant Manager, Portfolio Management. This role offers a strong entry point into HSBC, with structured learning through classroom and on-the-job training in our Business Centre. You’ll work closely with Product Specialists and senior leaders, taking on meaningful responsibilities to build capability and practical experience.

In this role you will:

• Well equipped with skills and knowledge especially in account opening 
• Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfill customers’ needs
• Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies
• Proactively identify sales opportunities and make referrals to appropriate parties within HSBC
• Ensures the successful implementation of Business Banking strategies and achieves maximum business contribution to CMB
• Perform other operational duties as assigned and offer support to the team with daily administrative works.

To be successful you will need:

• Fresh university graduate or candidate with up to 2 years’ work experience, with a degree in Business, Finance, or a related discipline; experience in a related field is preferred.
• Strong interpersonal, communication and influencing skills
• Ability to multi-task and deliver results in a timely manner
• High level of customer centric mind set with dedication to deliver exceptional quality services
• Excellent team player who is self-motivated and able to work under pressure
• Interest in developing a career in commercial banking
• Sound communication skills in written and spoken English and Cantonese, fluency in Putonghua is an advantage
• Relevant insurance and investment licenses are mandatory to be obtained within 6 months post onboarding
• You will be assigned to one of the HSBC Business Centres subject to business needs

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

Opening up a world of opportunity
www.hsbc.com/careers

HSBC is 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. 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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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