High Caliber Portfolio Executive
1 day ago
At Hang Seng Bank, we are committed to excellence in serving our customers. Our success is built on the skills and dedication of our people.
We offer a dynamic working environment, with opportunities for growth and development, as well as competitive compensation packages.
Hang Seng's Commercial Banking business provides customized financial solutions to corporate customers, from small and medium-sized businesses to publicly listed companies.
We offer a range of services, including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.
Our relationship managers and dedicated specialists work closely with customers to understand their needs and provide tailored banking solutions.
We are currently seeking a high caliber professional to join our team as a 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 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.
- 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 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.
The estimated salary for this role is around $HKD 60,000 - $100,000 per annum, depending on experience.
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