HSBC

5 months ago

Assistant Vice President/ Assistant Manager, Portfolio Management (Central, Hong Kong Island, HK)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Assistant Vice President/Assistant Manager, Portfolio Management at HSBC (Central, HK) will identify business opportunities, promote commercial banking products, and build relationships with business customers. The role emphasizes client service, cross-selling HSBC treasury and banking products, ensuring KYC compliance, and supporting Business Banking strategy implementation within a collaborative HSBC Business Centre environment.

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Manager level

Key Responsibilities

•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 regulations and policies.
•Support the successful implementation of Business Banking strategies.

Key Requirements

•University graduate with 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 CPD requirements; less experienced candidates may be considered for Assistant Manager, Portfolio Management.

Experience:BankingCommercial bankingTreasury productsCustomer service

Education:Bachelor's

Skills:CommunicationPresentationCustomer focusSelf-motivationTeamwork

Licenses:Insurance licenseInvestment license

Certifications:CPD

Languages:EnglishCantonesePutonghua

Company Brief

HSBC

Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn

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HSBC

5 months ago

Assistant Vice President/ Assistant Manager, Portfolio Management (Central, Hong Kong Island, HK)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Manager level

Key Responsibilities

•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 regulations and policies.
•Support the successful implementation of Business Banking strategies.

Key Requirements

•University graduate with 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 CPD requirements; less experienced candidates may be considered for Assistant Manager, Portfolio Management.

Experience:BankingCommercial bankingTreasury productsCustomer service

Education:Bachelor's

Skills:CommunicationPresentationCustomer focusSelf-motivationTeamwork

Licenses:Insurance licenseInvestment license

Certifications:CPD

Languages:EnglishCantonesePutonghua

Company Brief

HSBC

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1865

Glassdoor: 3.6

Website LinkedIn