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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 committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.

Our Business Banking Services

We provide customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies. Our services include 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 to promote 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 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 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 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.