HSBC Group

GCB 5

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through Business Banking, our international network offers comprehensive support and services to small and medium-sized businesses. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of relationship managers and product specialists provides a range of end-to-end solutions designed to help businesses reach their potential.

We are currently seeking a high calibre professional to join our team as a Vice President II, Portfolio Management.

Principal Responsibilities

In this role you will:

• Contribute to the growth of Hong Kong Business Banking’s Portfolio Managed segment through driving sustainable revenue while ensuring full compliance with Global Standard requirement
• Implement and execute a balanced and selective New Customer Acquisition strategy and a sustainable Referral Partners Strategy 
• Implement sales plan and contribute to various service and operational initiatives of the Portfolio Managed segment
• Provide post account onboarding support and services to customer in driving early account activation and utilization to drive business growth and New Customer Acquisition revenue maximization
• Collect customer feedback and communicate the same to relevant product and functional areas (Digital, Proposition Team, Marketing, Global Payment Solutions, Insurance and Investment Sales, Lending, Global Market, Global Trade Solutions) for continuous improvement of Business Banking products and services
• Work closely with relationship management teams to ensure continuous flow of valued customer for up-selling to the Relationship Managed segment
• Assist SVP Centre to provide coaching to new joiners and junior acquisition staff in order to uplift the portfolio revenue in the Business Centre 

To be successful you will:

• Bachelor’s degree in business, related field or equivalent experience
• Extensive years of banking experience with sound knowledge of Commercial Banking products, services and procedures preferable with exposure in Commercial Banking operations or customer service delivery 
• Strong operational knowledge in operational/fraud risk prevention and Anti Money Laundering and Counter Terrorist Financing (Financial Institutions) Ordinance or Customer Due Diligence 
• Good interpersonal, communication and influencing skills 
• Attention to details as well as creativity to assist in growing Business Banking revenue
• Insurance and Investment licenses are required

• 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)

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

Opening up a world of opportunity

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.