Portfolio Manager - Hang Seng Bank (HK)

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Commercial Banking – 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 team as Portfolio Manager.

Principal responsibilities

• Build and manage a portfolio of SME customers promote general banking services, cash management, Foreign Exchanges and 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-selling
• 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

Qualifications

• University degree in Business Administration or a related discipline
• Proven years of sales experience, with good knowledge of SME business
• Passes in the Insurance Intermediaries Qualifying Examinations and fulfilment 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
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

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.