High Caliber Portfolio Executive

1 day ago


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

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.



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

    A Career with ExcellenceHang Seng Bank is committed to delivering superior service. Our people are the backbone of our organization, driving our efforts to consistently enhance our performance for customers and provide best-in-class products and services.We Seek TalentWe are dedicated to attracting high-caliber professionals by offering a dynamic working...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Our company, Global Executive Consultants Ltd., is looking for a skilled professional to fill the position of High-Caliber Data Analytics Expert. With a strong focus on financial institutions, we require someone who can lead data-driven projects and deliver exceptional results.About the PositionWe are seeking an expert in data analytics and business...


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

    Company OverviewHang Seng Bank is committed to service excellence, driven by a team of high-caliber professionals who play a vital role in enhancing our performance for customers and delivering best-in-class products and services.About UsWe offer a dynamic working environment, good career development opportunities, and competitive compensation packages to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Global Executive Consultants Ltd. is a reputable SFC-licensed brokerage firm with a strong presence in the Chinese market, urgently seeking a highly skilled candidate to support their rapid business growth and expansion.About the RoleWe are looking for an experienced Settlement Officer to join our team in Hong Kong. As a key member of our operations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Senior Manager, Private Banking OperationsWe are seeking a seasoned banking professional to oversee daily operations and ensure seamless execution of tasks related to trade settlement, loan administration, and fund transfer issues. Key responsibilities include:Managing the back office team to guarantee task completion within set deadlines.Conducting regular...

  • Portfolio Strategist

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full time

    Job Title: Relationship ManagerAt Elysian Executive Solution, we are seeking a seasoned Relationship Manager to join our team of financial experts. As a key member of our Private Banking division, you will be responsible for managing and developing high net worth clients' portfolios, providing exceptional client service, and driving revenue growth.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Job OverviewGlobal Executive Consultants Ltd. is seeking an experienced professional to fill the role of Senior Application Support and Business Analyst in our Shenzhen office, with a requirement for occasional travel to Hong Kong.About the RoleWe are looking for a skilled individual to provide first-level support for users and clients, ensuring the smooth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    We are seeking a high-caliber Marketing Executive to join our team at Global Executive Consultants Ltd. in Hong Kong.Job Description:This role involves developing and executing marketing activities, working closely with external partners, and executing marketing plans and campaigns to build the brand. Key responsibilities include organizing marketing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    We are seeking a highly skilled System Analyst/Senior Analyst Programmer to join Global Executive Consultants Ltd. in Singapore.Job DescriptionThe successful candidate will be responsible for designing, analyzing and developing application systems, as well as maintaining and documenting existing systems. Key responsibilities include:Designing and developing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    We are seeking a high-caliber individual to join our team at Global Executive Consultants Ltd. as an IT Officer.Job OverviewThe role involves providing technical support for internal users on various IT-related matters, including desktop hardware, Microsoft Windows, and Office applications.This is an excellent opportunity for someone with a strong background...


  • Hong Kong, Central and Western District, Hong Kong SAR China Executive Access Full time

    As an Investment Trainee at Executive Access, you will play a pivotal role in our investment team by collaborating with equity research specialists and portfolio managers to generate high-quality investment ideas. This entails working closely with the research team to develop and maintain complex earnings models, valuations, and industry analysis.Key...


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

    About Hang Seng BankHang Seng is a leading financial institution committed to service excellence. Our people are our most important asset, playing a vital role in enhancing performance for customers and providing best-in-class products and services.Our BusinessHang Seng's Commercial Banking business provides customized one-stop financial solutions to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Global Executive Consultants Ltd. is seeking a seasoned database expert to join our team in a full-time capacity.Job SummaryWe are looking for an individual with exceptional skills in MS SQL Server/Oracle RDBMS administration to maintain the integrity and performance of corporate databases.Key ResponsibilitiesMaintain the reliability, scalability, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China TRB Executive Search Limited Full time

    Company OverviewTRB Executive Search Limited is a leading executive search firm specializing in the financial services industry, working with top-tier investment banks, hedge funds, and trading firms to identify and place highly skilled professionals in key roles. Our clients value our expertise and extensive network in the industry, and we are committed to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full time

    Job Title: Fixed Income Portfolio Manager / RO 9Elysian Executive Solution is seeking a highly skilled Fixed Income Portfolio Manager / RO 9 to join our team.Key Responsibilities:Manage a portfolio of USD/RMB fixed income products, focusing on high yield and investment grade bonds.Closely monitor portfolio performance to ensure investment objectives are...


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

    Job SummaryWe are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.About UsHSBC is a global banking and financial...

  • Portfolio Manager

    1 day ago


    Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Career OpportunityGlobal Executive Consultants Ltd. is seeking a highly skilled Portfolio Manager to join our team.Job DescriptionWe are looking for a seasoned professional with expertise in custody services, account maintenance, and client relations. The successful candidate will be responsible for managing relationships with clients, overseeing portfolio...


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

    Company Overview:Hang Seng Bank is committed to service excellence, continually enhancing performance for customers and providing best-in-class products and services. Our people are our most important asset, playing a vital role in efforts to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Green Lake Executive Search Co. Limited Full time

    Green Lake Executive Search Co. Limited seeks a seasoned Senior Fixed Income Portfolio Manager to spearhead the formulation and execution of fixed income investment strategies that align with the company's overall objectives.Job Overview:The ideal candidate will possess a deep understanding of economics, finance, and company research, gained through a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Our client, a leading investment group, is seeking an experienced professional to fill the position of Real Estate Portfolio Manager. Global Executive Consultants Ltd., a renowned executive search firm, has been appointed to find the ideal candidate for this role.The successful candidate will be responsible for driving the growth of our client's real estate...