Associate Portfolio Manager - Business Direct

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 Job Description - Associate Portfolio Manager - Business Direct (0000CKHX)

Job Description 

Associate Portfolio Manager - Business Direct : 0000CKHX 

Description

  HSBC Bank Canada, a subsidiary of HSBC Holdings plc, is the largest and leading international bank in the Canada.  HSBC serves customers worldwide through an international network of around 3,800 offices in 66 countries and territories in Europe, Asia, North and Latin America, and the Middle East and North Africa

We help companies and individuals across Canada to manage their finances through three global business lines: Commercial Banking, Global Banking and Markets, and Retail Banking and Wealth Management. 
It’s this global connectivity that you will find yourself inspired and collaborating with colleagues not just locally but also across continents and cultures.   About Commercial Banking   HSBC Commercial Banking has an extensive network that covers three-quarters of global trade flows. It operates in 54 countries and territories, covering the developed and developing markets that matter most to our customers. Through our teams we connect businesses to opportunities, helping them thrive and grow. We work with a wide range of customers, from mid-market companies to large multinationals, providing them with the tools they need to function efficiently. These include global trade and receivables finance, global liquidity and cash management, multi-currency accounts, commercial cards, overdrafts, working capital finance, insurance, term loans and syndicated, leveraged, acquisition and project finance. Relationship management is at the heart of our business and these teams work closely with customers to build an in-depth understanding of their needs.   Key Objectives for Associate Portfolio Manager- Business Direct   SMEs play a significant role in driving the economic health of most markets around the world and represent the vast majority of businesses in any economy. As the world continues to become more connected, SMEs will increasingly become international and we know that international customers are more profitable and that HSBC is better placed to meet their needs than for purely domestic customers. Accordingly, we have a clear strategy for Business Banking to be the International SME Bank.

The jobholder is expected to retain and grow customer portfolio within Business Banking profitably, by identifying customer needs first and then recommending appropriate solutions for the customer to consider and accept. The job holder will service and operate exclusively via direct channels.

The job holder’s portfolio will consist largely domestic relationships in the area and the role will involve managing all aspects of the relationship including inherent, credit and operational risks.   Principle Accountabilities:
  • Put customers first in all that we do and develop/increase connectivity.
  • Own immediate reactive customer engagement; ensure service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC.
  • Optimise the potential value and profitability of existing relationships by assisting in the immediate delivery of appropriate solutions, products and services appropriate to meet customer need and to improve customer engagement.
  • Be an ambassador for HSBC and develop the bank’s profile in the business community.
  • Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service.
  • Ensure fairness in all aspects of delivery, sales processes, customer literature & correspondence, financial promotions, administration and complaint handling.
  • Establish an interactive dialogue process with Risk Management teams in order to build a sustainable asset growth.
  • Ensure early identification of problem relationships and proper action to be taken on potential and existing problem accounts to protect HSBC interests
  • Work as an integrated member of the Business Banking Direct team.
  • Live the Group Values.
  • Act as an ambassador for the team and contribute fully to its development, effectiveness and success.
  • Support and coach new and existing colleagues promoting and contributing to an engagement culture.
  • Coach and provide development support to other RMs and support officers, taking a genuine interest in their progression.
  • Maintain excellent communication with Group colleagues to ensure a joined up approach to identifying and capturing cross border opportunities.
  • Provide active feedback to seniors on process, operations, risks etc and make recommendation as to how these can be changed to secure the customer and the bank.
  • Promote an environment that supports diversity and reflects the HSBC brand.
  • Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk.
  • Ensure credit and operational quality is not compromised in the pursuit of income
  • Ensure operational losses and fraud are minimised
  • Respond within agreed timelines to issues raised by audit and external regulators.
  • Ensure timely and accurate maintenance of customer information, including KYC requirements in Group systems
  • Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns.
  • Maintain and observe all HSBC control standards and implement and observe the Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.
  • Maintain awareness of operational risk within assigned portfolio and minimise the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting.
  • Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
  • Maintain and observe all HSBC control standards and implement and observe the Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.
  • Compliance with and management of sales suitability risks and requirements
  • Ensure all completed sales and prospecting activity documentation is appropriately completed, approved and stored to provide performance tracking, targeted future sales efforts and compliance with sales and transactional suitability guidelines and requirements
  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Complete other responsibilities, as assigned.
 

Qualifications

 Knowledge & Experience / Qualifications:   Essential:
  • 2 years experience working in a front line or customer service type role
  • French language skills an asset
  • Ability to identify customer needs and meeting them through a broad range of products and services.
  • Good interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating in dealing with customers and colleagues.
  • Ability to plan and organise.
  • Good communication skills, including written, verbal, and the ability to deliver compelling presentations.
  • Knowledge of credit assessment.

Desirable:

  • Broad knowledge of HSBC’s Group capabilities and CMB’s proposition and product capabilities.
  • Good knowledge of the HSBC’s Business Banking products and services
HSBC Proud   In 2018, HSBC Bank Canada was named one of the “Best 50 Corporate Citizens” in Canada by Corporate Knights magazine.  HSBC was also the first company to be recognized as a top performer in gender diversity within the financial services sector, as part of a new Corporate Knights initiative to recognize leaders in this space.
Join HSBC, and benefit from the following:
  • Career Development: Within your current role, as well as Canadian and international opportunities
  • Company Reputation: Offering prestige, strength, and longevity
  • Business Growth: Underpinned by our drive, and the highest banking standards
  • International Connectivity and impact: Build global relationships and be a part of international initiatives
  • A diverse workforce: Reflecting our belief that diversity of thought, background and perspective make HSBC a stronger organization
  • Corporate Sustainability:  We build our business for the long term by balancing social, environmental and economic considerations in the decisions we make
 

Job Field

 : Commercial Banking

Primary Location

 : North America-Canada-British Columbia-Vancouver

Schedule

 : Full-time 

Shift

 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 09-Feb-2019, 07:15:33 

Unposting Date

 : 23-Feb-2019, 12:59:00  



11 February 2019
Location: Canada British Columbia Vancouver
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Other
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.


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