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Portfolio Manager

2 months ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

About Hang Seng Bank

Hang Seng Bank is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to our customers.

Our Business Banking Division

Our Commercial Banking business provides customized financial solutions to corporate customers, from small and medium-sized enterprises to publicly listed companies. 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.

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, including revenue growth and customer acquisition.
  • Develop and maintain cordial customer relationships and provide quality customer services.
  • Conduct regular and effective account reviews and enhance existing relationships through cross-selling.
  • Manage CDD risk, monitor suspicious behavior, and take appropriate action in compliance with established policy and guidelines to protect the Bank's interests.
  • Act as deputy Centre Manager to manage BBC operations, drive business results, and deliver CDD risk control.
  • Provide guidance, coaching, and support to junior members.

Requirements

  • University degree in Business Administration or a related discipline.
  • Minimum of 5 years' sales experience, with good knowledge of SME business.
  • Passes 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, outgoing personality, and ability to work independently.
  • Strong communication and interpersonal skills.
  • 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.