Assistant Manager, Portfolio Management

In this role you will:

• Well equipped with skills and knowledge especially in account opening 
• Maximise customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfill customers’ needs
• Manage new customer acquisition in strict compliance with all internal and external KYC (know your customer) regulations and policies
• Proactively identify sales opportunities and make referrals to appropriate parties within HSBC
• Ensures the successful implementation of Business Banking strategies and achieves maximum business contribution to CMB
• Perform other operational duties as assigned and offer support to the team with daily administrative works.

To be successful you will need:

• Fresh university graduate or candidate with up to 2 years’ work experience, with a degree in Business, Finance, or a related discipline; experience in a related field is preferred.
• Strong interpersonal, communication and influencing skills
• Ability to multi-task and deliver results in a timely manner
• High level of customer centric mind set with dedication to deliver exceptional quality services
• Excellent team player who is self-motivated and able to work under pressure
• Interest in developing a career in commercial banking
• Sound communication skills in written and spoken English and Cantonese, fluency in Putonghua is an advantage
• Relevant insurance and investment licenses are mandatory to be obtained within 6 months post onboarding
• You will be assigned to one of the HSBC Business Centres subject to business needs
• Candidate with less experience will be offered a junior role