Portfolio Manager 

Hang Seng Bank Limited

Business Banking 

Hang Seng’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies. 

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.  As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Portfolio Manager.

 

Principal responsibilities

  • Build and manage a portfolio of SME customers promote general banking services, cash management, loans and other banking products
  • Achieve various business targets
  • Develop and maintain cordial customer relationship and provide quality customer services
  • Conduct regular and effective account reviews and enhance existing relationship via cross-sellin
  • Manage CDD risk, monitor suspicious behaviour and take appropriate action in compliance with established policy and guideline, to protect the Bank’s interest
  • Act as deputy Centre Manager to manage BBC operation, drive business result 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 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
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 企業銀行服務
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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