Senior Portfolio Manager HSBC China

6 months ago

Huangpu, China HSBC Full time

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. Requirements

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

Knowledge

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.

Experience

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 (, 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

Qualifications

Bachelor's Degree in Finance, Economics, or related field; Master's degree or professional certifications (, 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

  • Senior Portfolio Manager

    2 months ago

    Huangpu, China HSBC Full time

    Senior Portfolio Manager - ChinaHSBC is seeking an experienced Senior Portfolio Manager to join our Digital Business Services team in China. As a key member of our team, you will be responsible for formulating and executing portfolio management strategies to optimize investment returns and manage risk exposure.Key Responsibilities:Develop and implement...

  • Senior Portfolio Manager

    1 month ago

    Huangpu, China HSBC Full time

    Job Title: Senior Portfolio Manager - ChinaHSBC is seeking an experienced Senior Portfolio Manager to join our team in China. As a key member of our Digital Business Services team, you will be responsible for formulating and executing portfolio management strategies to optimize investment returns and manage risk exposure.Key Responsibilities:Develop and...

  • Senior Portfolio Manager

    7 days ago

    Huangpu, China HSBC Full time

    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 seeking an experienced professional to...

  • Senior Portfolio Manager

    3 weeks ago

    Huangpu, China HSBC Full time

    Job Title: Senior Portfolio ManagerHSBC is seeking an experienced Senior Portfolio Manager to join our Digital Business Services team.Key Responsibilities:Develop and execute portfolio management strategies to optimize investment returns and manage risk exposure.Lead comprehensive market trend analyses, investment valuations, and asset allocations to meet...

  • Legal Intern

    4 weeks ago

    Huangpu, China HSBC Full time

    Legal Internship Opportunity at HSBC ChinaHSBC China's Legal Department is seeking a highly motivated and detail-oriented Legal Intern to join our team in Shanghai. As a Legal Intern, you will have the opportunity to work with a team of experienced in-house legal counsels who have expertise in various practice areas, including wholesale/retail banking...

  • Legal Intern

    2 months ago

    Huangpu, China HSBC Full time

    **About HSBC China's Legal Department**HSBC China's Legal Department plays a vital role in the day-to-day and long-term planning activities of our businesses across the country. As a leading international bank, we require a team of experienced in-house legal counsels to provide comprehensive legal advice to senior management and all Group functions.**Key...

  • Portfolio Management Leader

    2 months ago

    Huangpu, China HSBC Full time

    Job SummaryHSBC is seeking an experienced Senior Portfolio Manager to join our Digital Business Services team. As a key member of our team, you will be responsible for formulating and executing portfolio management strategies to optimize investment returns and manage risk exposure.Key ResponsibilitiesDevelop and implement comprehensive market trend analyses,...

  • Senior Testing Manager HSBC China

    6 months ago

    Huangpu, China HSBC Full time

    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...

  • Investment Portfolio Strategist

    1 week ago

    Huangpu, China HSBC Full time

    Wealth and Personal Banking ExpertiseAt HSBC, we are seeking an experienced professional to fill a key role in our Wealth and Personal Banking team. The successful candidate will be responsible for implementing and communicating investment portfolio strategies that align with HSBC's house view to internal stakeholders and external customers.Key...

  • Investment Portfolio Strategist

    2 months ago

    Huangpu, China HSBC Full time

    Job DescriptionJob Title: Investment Portfolio StrategistJob Summary:We are seeking an experienced Investment Portfolio Strategist to join our team at HSBC. As a key member of our Wealth Management team, you will be responsible for implementing and communicating investment portfolio strategies that align with our house view to internal stakeholders and...

  • Investment Counsellor Global Private Banking HSBC China

    5 months ago

    Huangpu, China HSBC Full time

    Global Private Banking(GPB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new...

  • Senior Data Governance Manager, HSBC Fintech

    5 months ago

    Huangpu, China HSBC Full time

    This Role is responsible for managing HSBC's appetite to comply with risk, business and regulatory priorities, and seeking to strengthen the risk culture within the organization, through the creation and implementation of policies that set the global standard. Areas of coverage include, but are not limited to, implementation of data governance, data...

  • Legal Intern

    1 month ago

    Huangpu, China HSBC Full time

    About the RoleHSBC China's Legal Department is seeking a highly motivated and detail-oriented Legal Intern to support our team in Shanghai. As a Legal Intern, you will have the opportunity to work with a team of experienced in-house legal counsels who have expertise in various practice areas, including wholesale/retail banking products and services, digital...

  • HSBC HML Arranger Shanghai China

    2 weeks ago

    Huangpu, China HSBC Full time

    Wealth and Personal Banking ExpertHSBC is seeking an experienced professional to join our Wealth and Personal Banking team in Shanghai, China.About the Role:The successful candidate will be responsible for ensuring the smooth communication and interaction between CCR/CDT OPS and frontline teams. They will also act as a gatekeeper for HML documentation...

  • Retail Business Banking Relationship Manager, Shanghai, HSBC China

    5 months ago

    Huangpu, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...

  • Senior Testing Manager China

    2 weeks ago

    Huangpu, China HSBC Full time

    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 drive innovation and growth.About the RoleAs a Senior Testing Manager, you will...

  • Investment Portfolio Strategist

    4 weeks ago

    Huangpu, China HSBC Full time

    Job Title: Investment Portfolio StrategistWe are seeking an experienced professional to join our team at HSBC, a leading global banking and financial services organization. As an Investment Portfolio Strategist, you will play a key role in implementing and communicating investment portfolio strategies that align with our house view to internal stakeholders...

  • Premier Relationship Director Shanghai HKP Sub-branch HSBC China

    5 months ago

    Huangpu, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...

  • Legal Intern

    2 weeks ago

    Huangpu, China HSBC Full time

    Legal Internship OpportunityHSBC China's Legal Department is seeking a highly motivated and detail-oriented Legal Intern to join our team. As a Legal Intern, you will have the opportunity to work with a team of experienced in-house legal counsels who have expertise in a variety of practice areas.Responsibilities:1. Conducting legal research and preparing...

  • Head of Client Activation, HSBC Fintech

    5 months ago

    Huangpu, China HSBC Full time

    China is a key strategic market for HSBC, representing significant growth potential for the group. To continue to drive a customer-led business and enable accelerated growth, the Pan-China WPB Customer Proposition and Marketing team covering Global Private Banking (GPB), Premier, Pinnacle and Insurance will look to transform our client offerings and...