Portfolio Manager Assistant

3 weeks ago


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

Hang Seng Bank Limited is committed to service excellence and seeks a high-calibre professional to join our Commercial Banking team as an Assistant Portfolio Manager.

Key Responsibilities
  • Build and manage a portfolio of SME customers, promoting general banking services, cash management, loans, and other banking products.
  • Achieve various business targets.
  • Develop and maintain cordial customer relationships and provide quality customer services.
  • Conduct regular and effective account reviews and enhance existing relationships via cross-selling.
  • Manage CDD risk, monitor suspicious behavior, and take appropriate action in compliance with established policy and guidelines 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 an outgoing personality and ability to work independently.
  • Ability to communicate effectively and create connections 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.

About Hang Seng Bank Limited
Hang Seng Bank Limited is a leading financial services organization in Hong Kong and Asia. We are committed to service excellence and strive to provide our customers with innovative and personalized banking solutions. Our team is dedicated to helping our customers achieve their financial goals and aspirations.

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