Highly Skilled Portfolio Manager
1 month ago
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
- Build and manage a portfolio of SME customers to promote general banking services, cash management, loans, and other banking products
- Achieve various business targets
- Develop and maintain strong 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 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 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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