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HSBC Vietnam

Portfolio Management Associate (GCB7)

HSBC Vietnam
Updated: 14/09/2019

Employment Information

  • Work location: Ho Chi Minh


  • Industry: Banking

    Deadline to apply: 14/10/2019

  • Job level:

Job Description

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

Job Requirement

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

More Information

  • Job type : Permanent

Company Overview

HSBC Vietnam
If you are looking for a career that will help you to stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the...Detail

Portfolio Management Associate (GCB7)

HSBC Vietnam

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