Assistant Vice President/ Assistant Manager, Portfolio Management

We are currently seeking a high calibre professional to join our team as an Assistant Vice President/ Assistant Manager, Portfolio Management.

In this role you will

• Identify business opportunities and promote other commercial banking products to maximize business growth


• Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfil customers’ needs


• Develop relationships with business customers through outreach activities


• Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies


• Support the successful implementation of Business Banking strategies


• Liaise with other teams to deliver product and service solutions


• Identify sales opportunities and cross sell HSBC products to appropriate business customers


• Make business referrals to appropriate parties in HSBC

To be successful you will need

• University graduate with proven banking experience and customer facing experience; knowledge of the commercial banking and treasury products and services is a plus


• High level of customer centricity mind set with dedication to deliver exceptional quality services


• Strong presentation and communication skills in written and spoken English and Cantonese, fluency in Putonghua is an advantage


• Self-Motivated and able to work under pressure


• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements


• Less experienced candidates are welcome and may be considered for the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred


• You will be assigned to one of the HSBC Business Centre’s subject to business needs

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks)