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Portfolio Management Associate (GCB7)

Mô tả công việc

The Portfolio Management Associate role manages customers within the Portfolio managed segment with accountability for sales, service, risk and operational delivery. The role does have a dedicated customer portfolio and does not undertake credit risk assessments. This role may interact with customers via a face-to-face or direct channel environment.

The tasks for this role will include some or all of the following:

  • Handle the ISB Team in account opening process for Wholesale Banking - ISB customers both onshore
  • Maintain regular contact / dialogue with Products Partners / Global Relationship Team (GRM/GRB) to explore all potential business opportunities
  • Assist in the delivery of solutions that are appropriate to meet new and existing customer needs, deliver fair customer outcomes, and improve customer engagement
  • Attract new customers by establishing a strong network with key local business introducers
  • Ensure proactive and appropriate relationship building and customer contact plans are in place for both existing and new customers
  • Deliver appropriate products and services in response to customer needs
  • Work with product partners to assess needs of international and domestic customers and offer appropriate solutions
  • Protect the bank's assets and reputation by performing due diligence on the customers and their businesses, monitoring for suspicious activity/transactions and taking appropriate action as per the operating policies
  • Keep up-to-date on knowledge of HSBC's international and domestic strategy, capabilities and policies
  • Keep abreast of external factors influencing international and domestic business e.g. economic, cultural, geographical, procedural and regulatory requirements
  • Adhere to the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks
  • Ensure responsibility for the delivery of efficient, accurate and timely processing of clients requests and transactions
  • Ensure losses through operational failings are minimised

Yêu cầu công việc

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

  • Excellent verbal and written communication skills (English and Vietnamese)
  • Knowledge of the Bank’s operational procedures and systems
  • Proven track record in a client focussed environment
  • Experience of working in a teamwork environment
  • Proven experience in identifying and managing the risks, issues and dependencies related to the business and in decision making
  • Experience in the Commercial or Corporate Banking environment
  • Customer service and team skills promoting an environment of co-operation and trust, overcoming resistance where encountered
  • An ability to get things done
  • Possess drive and resilience
  • Possess developed interpersonal skills
  • Possess planning, organisation and time management abilities