Assistant Portfolio Manager

5 months ago


Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time
Job description
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
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.



  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Job Title: Portfolio Manager Assistant, Private Wealth SpecialistAbout the Role:We are seeking a skilled and experienced Portfolio Manager Assistant to join our team at Bank of China. The successful candidate will be responsible for providing comprehensive support to investment consultants in analyzing market trends and preparing investment proposals.Key...


  • Hong Kong, Hong Kong SAR China ConnectedGroup Limited Full time

    This role is a portfolio analysis role with a growing asset management firm, and will be focusing on portfolio construction and providing support for the PMs in the investment team. Responsibilities: Responsible for construction and analysis of the portfolio by the investment team. Assist in production of monthly newsletters for client communication....


  • Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

    At Gentleman Capital Limited, we are seeking an experienced Financial Portfolio Manager to join our team.About the RoleWe offer a competitive salary of $120,000 - $180,000 per annum, depending on experience. This is a fantastic opportunity for a motivated and skilled professional to take their career to the next level.Key ResponsibilitiesConduct...

  • Portfolio Manager

    5 months ago


    Hong Kong, Hong Kong SAR China One Arrow Consulting Full time

    Responsibilities: Develop and implement investment strategies for a portfolio of investments Conduct research and analysis on potential investment opportunities Monitor and evaluate the performance of the portfolio Manage risk and ensure compliance with regulatory requirements Collaborate with other team members to achieve investment objectives Stay...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Bank of China (Hong Kong) Limited seeks a highly skilled Strategic Investment Portfolio Manager to join our team. As a key member of our investment operations, you will be responsible for assisting the team in various aspects of investment transactions, ensuring smooth completion and maintaining accurate records.The successful candidate will assist in daily...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job SummaryWe are seeking a highly skilled Portfolio Operations Manager to join our team at Unicorn Advisor (HK) Limited. In this role, you will be responsible for overseeing the daily operational support of our ETFs, including ETF creation and redemption, as well as performing daily reconciliations.Key ResponsibilitiesCash Flow Management: Manage daily cash...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    About the RoleWe are seeking a seasoned portfolio management expert to join our team as Portfolio Management Director. In this critical role, you will be responsible for conducting fundamental research and providing stock investment recommendations across various industries.Responsibilities:Portfolio Research and Analysis: Conduct in-depth research on...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    Job OverviewGough Recruitment is seeking a seasoned Strategic Portfolio Manager to join our team.About the RoleThis exciting opportunity involves managing portfolios across various industries, with a focus on multi-asset classes. As a key member of our team, you will be responsible for conducting in-depth research, providing investment recommendations, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Job SummaryAt Goldman Sachs, we are seeking a skilled Wealth Management Professional - Strategic Portfolio Advisor to join our team. This role will involve serving as the liaison for clients, analyzing and monitoring client portfolios, and assisting with compliance requirements.


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About Hang Seng Bank Limited">We are a leading bank in Hong Kong, committed to service excellence and dedicated to attracting high-calibre talent.Our Retail Distribution Team">We focus on personal wealth management and financial services, offering a range of products through our extensive network of branches and service outlets.Job Description">We are...


  • Hong Kong, Central and Western District, Hong Kong SAR China Chubb Life Hong Kong Full time

    Job Title: IT Portfolio and Finance ManagerWe are seeking a highly skilled IT Portfolio and Finance Manager to join our team in Chubb Life Hong Kong. As an IT Portfolio and Finance Manager, you will play a crucial role in ensuring the successful delivery of projects according to agreed scope, time, and cost.Key Responsibilities:Develop project plans,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unity Partners Full time

    We are Unity Partners, a dynamic organization seeking a seasoned Strategic Portfolio Manager to lead our Fund and Portfolio Management Solutions team. This exciting role offers an exceptional opportunity for a highly motivated individual to drive business growth and success.As a Strategic Portfolio Manager, you will be responsible for devising strategic and...


  • Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Recruitment Intelligence Consultants Limited Full time

    Our client, an international asset management house with a strong reputation across the Asia Pacific region, seeks to recruit high-caliber professionals to join their team.As an Asset Management Portfolio Analyst, you will be responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Cornerstone Global Partners Full time

    Job DescriptionWe are seeking an experienced Strategic Portfolio Manager to join our team at Cornerstone Global Partners.About the RoleThis is a senior-level position that requires a deep understanding of multi-asset investment strategies and fund manager selection processes. The successful candidate will be responsible for developing and implementing asset...


  • Hong Kong, Central and Western District, Hong Kong SAR China DL Family Office Full time

    Job DescriptionWe are seeking a highly experienced and skilled Senior Portfolio Manager to join our team at DL Family Office.ResponsibilitiesDevelop and implement investment strategies to achieve optimal returns for our clients.Conduct thorough market research and analysis to inform investment decisions.Monitor and rebalance client portfolios to ensure...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Hang Seng Bank Limited OverviewHang Seng is a leading bank in Hong Kong, committed to delivering exceptional service excellence. Our success is built on the dedication and expertise of our people.Career with UsWe are seeking a high-calibre professional to join our Private Banking Department as a Senior Relationship Manager. The ideal candidate will have a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Career Opportunity: Custody Portfolio ManagerGlobal Executive Consultants Ltd. is seeking an experienced professional to fill the position of a Custody Portfolio Manager in Hong Kong.Our client, a leading financial institution, requires a highly skilled individual to oversee relationship management for a portfolio of clients and ensure timely settlement of...


  • hong kong, Hong Kong SAR China Projob21.com Ltd. Full time

    Our Client US based global asset manager offering cross asset classes of investment with total AUM of USD 300+ Billion. We are searching for a Regional Portfolio Management Support & Risk Control Analyst/Associate. Job Duties As part of the Regional Portfolio Management Support Team, you will assist cross asset classes of investment managers in AP with the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time

    About the RoleWe are seeking a highly skilled Strategic Portfolio Investment Manager to join our team at Projob21 Ltd.Key ResponsibilitiesCreate compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance with the investment risk appetite.Coordinate the promotion of discretionary portfolio management...