Highly Skilled Portfolio Manager

1 month ago


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

A Career with Hang Seng Bank


Hang Seng is committed to delivering exceptional service. Our people are our most valuable asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.


Business Banking


Hang Seng's Commercial Banking business offers customized financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.


For customers conducting business locally or globally, we provide 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 trusted 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 seeking a high-caliber professional to join our department as Portfolio Manager.


Key Responsibilities



  1. Build and manage a portfolio of SME customers to promote general banking services, cash management, loans, and other banking products
  2. Achieve various business targets
  3. Develop and maintain strong customer relationships and provide quality customer services
  4. Conduct regular and effective account reviews and enhance existing relationships via cross-selling
  5. Manage CDD risk, monitor suspicious behavior, and take appropriate action in compliance with established policy and guidelines to protect the Bank's interests
  6. Act as deputy Centre Manager to manage BBC operations, drive business results, and deliver CDD risk control
  7. 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 with an 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

Visit our website to receive the latest information about our career opportunities in Hang Seng Hong Kong.



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