Assistant Portfolio Manager

Found in: Talent HK C2 - 3 weeks ago


Hong Kong, Hong Kong SAR China HSBC Full time

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Assistant Portfolio Manager

Commercial Banking - Business Banking

Hang Seng’s Commercial Banking (CMB) business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as  Assistant Portfolio Manager.

Principal responsibilities

Build and manage a portfolio of SME customers promote general banking services, cash management, loans and other banking products Achieve various business targets Develop and maintain cordial customer relationship and provide quality customer services Conduct regular and effective account reviews and enhance existing relationship via cross-selling Manage CDD risk, monitor suspicious behavior and take appropriate action in compliance with established policy and guideline, to protect the Bank’s interest Requirements University degree in Business Administration or a related discipline Minimum 2 years of sales experience, with good knowledge of SME business Pass in the Insurance Intermediaries Qualifying Examinations and fulfillment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance Strong self-motivation with outgoing personality and ability to work independently Ability to communicate effectively and create connection with others High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Proficiency in both English and Chinese, fluency in Putonghua is an advantage

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