Assistant Vice President/ Assistant Manager, Portfolio Management

HSBC Holdings plc; Hong Kong Island; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

HSBC is seeking a high-calibre professional for the role of Assistant Vice President/Assistant Manager, Portfolio Management in Hong Kong. You will identify business opportunities, promote commercial banking products and manage relationships with business customers to support growth.

You will also ensure compliance with KYC regulations, deliver exceptional service, and coordinate with various HSBC teams to provide end-to-end financial solutions.

Qualifications

• University graduate with banking experience and customer-facing experience preferred.
• Strong presentation and communication skills in English and Cantonese; Putonghua is a plus.
• Proactive, self-motivated and able to work under pressure.
• Licenses in insurance/investment and CPD compliance preferred.

Responsibilities

• Identify business opportunities and promote commercial banking products to grow the business.
• Maximise customer satisfaction through exceptional service and tailored product information.
• Develop relationships with business customers through outreach activities.
• Ensure compliance with KYC regulations in new customer acquisitions.
• Support implementation of Business Banking strategies and coordinate with other teams.
• Identify sales opportunities and cross-sell HSBC products to business customers.

Skills

English proficiency

Cantonese proficiency

Putonghua proficiency

Customer-facing experience

Relationship building

Education

University degree

Tools

KYC systems

Job description

Location: Central, Hong Kong Island, HK

Brand: HSBC

Area of Interest: Commercial Banking

Role Workstyle:

Date: 4 Oct 2026

GCB 6

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. 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 small and large businesses reach their potential.

We are currently seeking a high calibre professional to join our team as anAssistant Vice President/ Assistant Manager, Portfolio Management.

In this role you will

• 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 (know your customer) 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

To be successful you will need

• 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 a junior role; Relevant insurance and investment licenses are preferred
• You will be assigned to one of the HSBC Business Centre's subject to business needs

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.