汇丰
Assistant Vice President/ Assistant Manager, Portfolio Management
Assistant Vice President/ Assistant Manager, Portfolio Management
发布于 9 个月前中层管理(经理/总监)
Central, Hong Kong Island, Hong Kong
中级经验
全职员工
仅现场办公
本科
销售与零售
KYC
Presentation
Customer Service
Relationship Management
Cross-Selling
Treasury Products
AI 估算 · 30k–50k
银行中层管理职位，香港市场薪资水平，AVP/Assistant Manager级别
职位详情
关于这个职位
This role involves identifying business opportunities and promoting commercial banking products to maximize growth, while ensuring exceptional customer service and KYC compliance. You will develop relationships with business customers, cross-sell HSBC products, and collaborate with other teams to deliver solutions. It is a client-facing position in HSBC's Commercial Banking division, based in Hong Kong.
最低要求
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.
工作职责
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
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
优先资格
Relevant insurance and investment licenses are preferred
AI 洞察
优缺点分析
优点
- Global bank with excellent training, support, and career opportunities.
- Exposure to a wide range of commercial banking products and services.
- Competitive compensation and benefits package.
- Opportunity to work with diverse clients in the SME market.
- High pressure due to sales targets and client demands.
- Requires multi-language proficiency (English, Cantonese, Putonghua).
- Strict KYC and regulatory compliance can be rigorous.
- This role is suitable for experienced banking professionals who enjoy client-facing roles and want to grow in commercial banking within a global institution.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to senior relationship manager or team lead within commercial banking.
- Opportunity to move into other banking roles such as corporate banking or product management.
- Within HSBC, potential to take on larger portfolio or regional responsibilities.
- Identify business opportunities and promote commercial banking products to maximize growth.
- Develop and manage relationships with business customers through outreach and exceptional service.
- Acquire new customers while ensuring strict compliance with KYC regulations.
- Cross-sell HSBC products and make referrals to appropriate parties.
- Proven banking experience and customer-facing skills.
- Knowledge of commercial banking and treasury products.
- Strong communication in English, Cantonese, and fluency in Putonghua is preferred.
- Customer-centric mindset and ability to work under pressure.
申请策略
- Research HSBC's Business Banking strategy and recent initiatives to demonstrate interest.
- Prepare concrete examples of how you have identified cross-selling opportunities and managed client relationships.
- Highlight customer-facing banking experience and relationship management achievements.
- Showcase cross-selling successes and ability to meet sales targets.
- Demonstrate language proficiency in English, Cantonese, and Putonghua.
- Mention relevant licenses (insurance, investment) and CPD compliance.
- Obtain relevant insurance and investment licenses if not already held.
- Improve Putonghua fluency to meet the advantage requirement.
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions to provide structured responses.
- Demonstrate customer-centric thinking and regulatory knowledge in your answers.
- Show enthusiasm for the role and alignment with HSBC's values.
- How do you identify cross-selling opportunities with existing clients?
- Describe a time you handled a difficult customer and turned the situation around.
- How do you ensure KYC compliance while maintaining customer satisfaction?
- What do you know about HSBC's commercial banking products?
- How do you prioritize multiple clients with competing needs?
职位点评
64
综合评分
Stable global bank role with good growth potential, office-based in Hong Kong, moderate lifestyle flexibility.
更适合这类人
This role is ideal for candidates motivated by career development and compensation, who value stability and growth in a global banking environment.
表现最好
成长发展
相对薄弱
使命价值
薪资福利70
成长发展75
工作生活60
使命价值50
薪资福利
70中等
HSBC offers competitive compensation and benefits typical of global banks, though specific salary is not disclosed. The role provides stable income and standard banking perks.
薪资信号面议 (30K-50K/月)
成长发展
75中等
The role offers professional development through training, continuous learning, and opportunities to grow within a global bank. Promotional prospects are implied.
技术前沿非技术岗（不适用）
成长机会continuous professional development、flexible working、opportunities to grow
业务类型profit_center
工作生活
60中等
The role is based in Hong Kong central, likely office-based with flexibility mentioned. No explicit remote work option, but flexible working hours may be available.
工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
工作生活平衡flexible working
使命价值
50较低
Banking is a stable industry but not particularly high social impact. The role helps SMEs grow, which provides moderate purpose.
行业发展稳定成熟行业
社会影响中性/一般
使命信号opening up a world of opportunity
创新程度稳健跟随主流
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