Job description

(Grade: GCB4)


Digital Business Services (DBS)

HSBC Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. We combine global expertise and technology to help keep us thriving in the competition.


We are currently seeking an experienced professional to join our team.


In this role, you will:

  • Formulate and execute portfolio management strategies to optimize investment returns and manage risk exposure.
  • Direct comprehensive market trend analyses, investment valuations, and asset allocations to meet strategic goals.
  • Lead efforts in aligning portfolio management activities with standardized IT project requirements management processes, ensuring consistent and high-quality project outcomes.
  • Offer strategic insights and recommendations to senior management for investment decisions, leveraging in-depth analysis and market intelligence.
  • Utilize advanced financial management systems and tools to enhance portfolio performance analytics and support informed decision-making.
  • Establish and nurture robust relationships with internal stakeholders, including IT teams, to facilitate effective portfolio management.
  • Promote a culture of innovation by integrating new technologies and methodologies in portfolio management practices.
  • Ensure adherence to all regulatory requirements and internal policies governing portfolio management activities.

To be successful in the role, you should meet the following requirements:


  • Significant experience in portfolio management within the banking or financial services sector.
  • Demonstrated success in managing sophisticated investment portfolios, with a comprehensive understanding of financial markets.



  • Exceptional leadership qualities, capable of motivating and guiding a team towards achieving strategic objectives.
  • Fluent in English, with outstanding communication and interpersonal skills for both verbal and written interactions.
  • Highly analytical and detail-oriented, with a strong focus on accuracy and thoroughness.
  • Proficient in the use of financial management systems (e.g., GPDM, Clarity, Pioneer, Cognos) and familiar with IT requirements management processes.
  • Deliver targeted investment performance and manage portfolio risks within agreed parameters.
  • Ensure seamless implementation of portfolio strategies and projects, achieving deadlines and budget requirements.
  • Sustain high levels of satisfaction among stakeholders through effective management and communication.


Leadership capabilities

·       Navigating – understanding and translating the Global Change Management Process into own team and aligning directions accordingly

·       Aspiring – being ambitious about providing the highest standards of delivery and embedding them in the team

·       Driving – setting stretching goals for self and team and delivering them with courage and tenacity

·       Mobilizing – authentically engaging with team, colleagues and business partners to deliver at pace

·       Sustaining - making considered decisions that protect and enhance HSBC values, reputation and business



  • Bachelor's Degree in Finance, Economics, or related field; Master's degree or professional certifications (e.g., CFA) highly preferred.
  • Proven experience in user requirement management in an IT environment.
  • Strong analytical and problem-solving skills.
  • Ability to translate business needs into clear and concise technical requirements.
  • Experience with requirement tracking tools and benefit realization frameworks.
  • Familiarity with agile methodologies and project management principles.
  • Detail-oriented with a focus on accuracy and completeness.


Professional Standards

·       Delegating to Others

·       Financially Astute

·       Analytical Reasoning

·       Making Decisions

·       Managing Change

·       Managing Risk

·       Managing Customer Relationships

·       Managing Stakeholders

·       Planning & Organizing

·       Results Focused

·       Solving Problems

·       Speaks and Writes Effectively

Interested employees please ensure that you submit your application before Unposting Date (as below).


For employees with less than 12 months in the same role, please obtain and attach your current functional manager's (and entity manager’s if you are a Regulatory Approval/Filing Required Role) approval in the application.


Please ensure to completely understand the 'Internal Job Application Criteria' below and adhere to it before you submit a job application.


For details, please contact Tracy ZHENG at (029) 6851 1630 Tie Line 11630 [Tracy ZHENG:]


You’ll achieve more at HSBC.


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 and 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 HSBC Bank (China) Company Limited

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Yi Zheng
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