195 Portfolio Management jobs in Hong Kong
Manager, Portfolio Management
Posted today
Job Viewed
Job Description
3 days ago Be among the first 25 applicants
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- Provide project management governance throughout the project lifecycle, maintaining constant communication with internal stakeholders.
- Manage and coordinate commercial issues during the project development stage with internal stakeholders such as Technical Services, F&B, Spa & Wellness, Operations, Legal and owners.
- Coordinate the handover process from Development Officer to Portfolio Management.
- Support stakeholders in projections and pre-opening budgets, ensuring accuracy and consistency across regions.
- Partner with Technical Services to understand and track key milestones in the project pipeline.
- Enhance pre-opening processes and ensure timely communication of milestones with owners.
- Craft and enhance presentations to Owners and General Managers.
- Provide project management governance throughout the project lifecycle, maintaining constant communication with internal stakeholders.
- Manage and coordinate commercial issues during the project development stage with internal stakeholders such as Technical Services, F&B, Spa & Wellness, Operations, Legal and owners.
- Coordinate the handover process from Development Officer to Portfolio Management.
- Support stakeholders in projections and pre-opening budgets, ensuring accuracy and consistency across regions.
- Partner with Technical Services to understand and track key milestones in the project pipeline.
- Enhance pre-opening processes and ensure timely communication of milestones with owners.
- Craft and enhance presentations to Owners and General Managers.
- Analyse Hotel P&L and projections and partner with Operations to identify underperformance drivers. Assist in evaluating fee structures in hotel management renewals.
- Assist in strategizing and preparing responses to complex issues impacting hotel management agreements.
- Support in discussions on commercial matters affecting agreements, including performance tests and changes in scope.
- Monitor management agreements and assist in negotiating extensions.
- Develop and execute the Group Owner engagement strategy in collaboration with internal teams and external partners.
- Lead and partner with third-party vendors and internal stakeholders to set up and maintain a comprehensive database for all owner-related information.
- Prepare and review communication content, ensuring alignment with branding and strategic objectives.
- Provide guidance to internal stakeholders on initiatives requiring owner buy-in.
- Lead the preparation of briefing notes and presentations for internal stakeholders.
- 30% travel depending on project needs.
- Additional duties as assigned by VP, Global Head of Portfolio Management.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Hospitality
Referrals increase your chances of interviewing at Mandarin Oriental by 2x
Sign in to set job alerts for “Portfolio Manager” roles. Investment Manager - Private Credit - Family office Portfolio Manager (Portfolio Analytics & Research) in the Investment Office Investment Counsellor Analyst - Global Private Banking Investment Manager, Family Office set up, full SFC licensed listed corporate Private Bank - Discretionary Portfolio Manager Sales - VPKwun Tong District, Hong Kong SAR 1 month ago
Hedge Fund Quantitative Portfolio Manager Stat Arb (APAC) Assistant Manager, M&A and Investment Management (Ref.: PSO-AMMAIM)Kowloon City District, Hong Kong SAR 1 week ago
Deputy Manager, Asset Management Credit (Syndication / Corporate / Project Investment Manager, Growth Equity, AI applicationWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager, Portfolio Management
Posted today
Job Viewed
Job Description
3 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
- Provide project management governance throughout the project lifecycle, maintaining constant communication with internal stakeholders.
- Manage and coordinate commercial issues during the project development stage with internal stakeholders such as Technical Services, F&B, Spa & Wellness, Operations, Legal and owners.
- Coordinate the handover process from Development Officer to Portfolio Management.
- Support stakeholders in projections and pre-opening budgets, ensuring accuracy and consistency across regions.
- Partner with Technical Services to understand and track key milestones in the project pipeline.
- Enhance pre-opening processes and ensure timely communication of milestones with owners.
- Craft and enhance presentations to Owners and General Managers.
- Provide project management governance throughout the project lifecycle, maintaining constant communication with internal stakeholders.
- Manage and coordinate commercial issues during the project development stage with internal stakeholders such as Technical Services, F&B, Spa & Wellness, Operations, Legal and owners.
- Coordinate the handover process from Development Officer to Portfolio Management.
- Support stakeholders in projections and pre-opening budgets, ensuring accuracy and consistency across regions.
- Partner with Technical Services to understand and track key milestones in the project pipeline.
- Enhance pre-opening processes and ensure timely communication of milestones with owners.
- Craft and enhance presentations to Owners and General Managers.
- Analyse Hotel P&L and projections and partner with Operations to identify underperformance drivers. Assist in evaluating fee structures in hotel management renewals.
- Assist in strategizing and preparing responses to complex issues impacting hotel management agreements.
- Support in discussions on commercial matters affecting agreements, including performance tests and changes in scope.
- Monitor management agreements and assist in negotiating extensions.
- Develop and execute the Group Owner engagement strategy in collaboration with internal teams and external partners.
- Lead and partner with third-party vendors and internal stakeholders to set up and maintain a comprehensive database for all owner-related information.
- Prepare and review communication content, ensuring alignment with branding and strategic objectives.
- Provide guidance to internal stakeholders on initiatives requiring owner buy-in.
- Lead the preparation of briefing notes and presentations for internal stakeholders.
- 30% travel depending on project needs.
- Additional duties as assigned by VP, Global Head of Portfolio Management.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Hospitality
Referrals increase your chances of interviewing at Mandarin Oriental by 2x
Sign in to set job alerts for “Portfolio Manager” roles. Investment Manager - Private Credit - Family office Portfolio Manager (Portfolio Analytics & Research) in the Investment Office Investment Counsellor Analyst - Global Private Banking Investment Manager, Family Office set up, full SFC licensed listed corporate Private Bank - Discretionary Portfolio Manager Sales - VPKwun Tong District, Hong Kong SAR 1 month ago
Hedge Fund Quantitative Portfolio Manager Stat Arb (APAC) Assistant Manager, M&A and Investment Management (Ref.: PSO-AMMAIM)Kowloon City District, Hong Kong SAR 1 week ago
Deputy Manager, Asset Management Credit (Syndication / Corporate / Project Investment Manager, Growth Equity, AI applicationWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager, Portfolio Management(HK)
Posted 6 days ago
Job Viewed
Job Description
Join to apply for the Manager, Portfolio Management (HK) role at Hang Seng Bank
Join to apply for the Manager, Portfolio Management (HK) role at Hang Seng Bank
Job Description
A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Principal responsibilities
- Design and optimise card loan application journey throughout the life cycle, while leading initiatives to drive digitalisation.
- Understand the market competitive, environment and customer data to plan, organize and implement differentiated campaigns to drive customer engagement and facilitate the growth of card loan portfolio.
- Performs business needs assessments, development, and documentation of business requirements from which technical specifications are formulated.
- Rollout and launch the card loan enhancements.
- Proactively engage all the stakeholders to ensure smooth program implementation, as well as to deliver efficient and accurate execution and uplift customer experience.
- Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity.
- Adhere to all established risk control guidelines, procedures and measures and to mitigate the risks.
- University degree with minimum 7 years of relevant experience preferable in credit card industry.
- Open-minded and self-motivated with good communication, interpersonal, problem-solving skills and strong sense of responsibility.
- Strong aptitude for innovation, ready for challenges and enjoy working in dynamic environment
- Able to work independently with stakeholders from various functions and disciplines to drive business outcomes.
- Self-motivated professional with great sense of ownership and servicing mind-set to ensure efficient and effective customer service delivery.
- Excellent command of both spoken and written English and Chinese.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at Hang Seng Bank by 2x
Get notified about new Portfolio Manager jobs in Hong Kong, Hong Kong SAR .
MNC Investment - Senior Finance Manager (Real Assets)- HK$60K - 85K base + bonus Investment Manager, Family Office set up, full SFC licensed listed corporate Investment Manager, Growth Equity, AI application Senior Manager, Innovation & Ventures (HK) Asset & Liability Management Manager – Asset & Liability Department Manager, Asset & Liability Mgt and Management reporting Director, Equity Portfolio Manager, Asset ManagementCentral & Western District, Hong Kong SAR 5 days ago
Wan Chai District, Hong Kong SAR 1 week ago
Senior Relationship Manager – External Asset Manager Platform Hong Kong / SingaporeCentral & Western District, Hong Kong SAR 1 day ago
Senior Manager, Portfolio Management - Unsecured Loans (HK) VP, Investment Services Manager, Equity Sales and Derivatives APAC Compliance Manager - Asset Management Asset Management - Vice President - Technical Project Manager/Business Analyst - HKD 1.5M - 1.8M Account Manager - Asset Management & Hedge Funds - Back to Base Relationship Manager (Private Banking Department)Eastern District, Hong Kong SAR 3 weeks ago
Client Director - Relationship Manager Role (Asset Management)Central & Western District, Hong Kong SAR 4 days ago
Oliver Wyman - Engagement Manager, Insurance & Asset Management - Hong KongCentral & Western District, Hong Kong SAR 4 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager, Portfolio Management(HK)
Posted 6 days ago
Job Viewed
Job Description
Join to apply for the Manager, Portfolio Management (HK) role at Hang Seng Bank
Join to apply for the Manager, Portfolio Management (HK) role at Hang Seng Bank
Job Description
A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Principal responsibilities
- Design and optimise card loan application journey throughout the life cycle, while leading initiatives to drive digitalisation.
- Understand the market competitive, environment and customer data to plan, organize and implement differentiated campaigns to drive customer engagement and facilitate the growth of card loan portfolio.
- Performs business needs assessments, development, and documentation of business requirements from which technical specifications are formulated.
- Rollout and launch the card loan enhancements.
- Proactively engage all the stakeholders to ensure smooth program implementation, as well as to deliver efficient and accurate execution and uplift customer experience.
- Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity.
- Adhere to all established risk control guidelines, procedures and measures and to mitigate the risks.
- University degree with minimum 7 years of relevant experience preferable in credit card industry.
- Open-minded and self-motivated with good communication, interpersonal, problem-solving skills and strong sense of responsibility.
- Strong aptitude for innovation, ready for challenges and enjoy working in dynamic environment
- Able to work independently with stakeholders from various functions and disciplines to drive business outcomes.
- Self-motivated professional with great sense of ownership and servicing mind-set to ensure efficient and effective customer service delivery.
- Excellent command of both spoken and written English and Chinese.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at Hang Seng Bank by 2x
Get notified about new Portfolio Manager jobs in Hong Kong, Hong Kong SAR .
MNC Investment - Senior Finance Manager (Real Assets)- HK$60K - 85K base + bonus Investment Manager, Family Office set up, full SFC licensed listed corporate Investment Manager, Growth Equity, AI application Senior Manager, Innovation & Ventures (HK) Asset & Liability Management Manager – Asset & Liability Department Manager, Asset & Liability Mgt and Management reporting Director, Equity Portfolio Manager, Asset ManagementCentral & Western District, Hong Kong SAR 5 days ago
Wan Chai District, Hong Kong SAR 1 week ago
Senior Relationship Manager – External Asset Manager Platform Hong Kong / SingaporeCentral & Western District, Hong Kong SAR 1 day ago
Senior Manager, Portfolio Management - Unsecured Loans (HK) VP, Investment Services Manager, Equity Sales and Derivatives APAC Compliance Manager - Asset Management Asset Management - Vice President - Technical Project Manager/Business Analyst - HKD 1.5M - 1.8M Account Manager - Asset Management & Hedge Funds - Back to Base Relationship Manager (Private Banking Department)Eastern District, Hong Kong SAR 3 weeks ago
Client Director - Relationship Manager Role (Asset Management)Central & Western District, Hong Kong SAR 4 days ago
Oliver Wyman - Engagement Manager, Insurance & Asset Management - Hong KongCentral & Western District, Hong Kong SAR 4 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrOfficer, Product specialist (Cards Portfolio Management)
Posted 2 days ago
Job Viewed
Job Description
Citi Kowloon City District, Hong Kong SAR
Join or sign in to find your next jobJoin to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi
Citi Kowloon City District, Hong Kong SAR
1 day ago Be among the first 25 applicants
Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi
Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
- We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
- We empower our employees to manage their financial well-being and help them plan for the future.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
In this role, you’re expected to:
- Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
- Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
- Support managing end to end card product lifecycle, including pricing, features and promotions
- Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
- Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
- Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
- Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
- Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
- Participate in budgeting and planning for strategic priorities and initiatives
- Ensure adherence to regulations and internal policies
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Bachelor’s degree/University degree or equivalent experience
- 2 years of relevant experience
- Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
- Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
- Experience in UAT/ PAT testing, working with technology
- Demonstrated knowledge in managing KPI and good financial acumen
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Demonstrated problem-solving and decision-making skills
- Demonstrated analytical and influencing skills
- Consistently demonstrates clear and concise written and verbal communication for stakeholder management
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
Job Family Group:
Product Management and Development
---
Job Family:
Product Management
---
Time Type:
Full time
---
Most Relevant Skills
Please see the requirements listed above.
---
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Sign in to set job alerts for “Product Officer” roles. Product Officer (Saving & Investment Product) Manager, Product Area - Digital Process Management & SolutionsKwun Tong District, Hong Kong SAR 3 days ago
Associate Product Manager, TMTI Asia PacificNanshan District, Guangdong, China 3 days ago
Product Manager, Sustainable Product, APACKwun Tong District, Hong Kong SAR 6 hours ago
Racing Product Officer (UAT Officer - 1-Year Contract) Product Manager, Digital Assets (Contract)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssistant Manager, Portfolio Management - HK Business
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Assistant Manager, Portfolio Management - HK Business role at HSBC
2 days ago Be among the first 25 applicants
Join to apply for the Assistant Manager, Portfolio Management - HK Business role at HSBC
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 an Assistant Manager/Assistant Vice President, 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
Qualifications
To be successful you will need
- University graduate
- 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 the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred
- Candidate will be assigned to one of the HSBC Business Centre's subject to business needs
You'll achieve more when you join HSBC.
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.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance
- Industries Banking
Referrals increase your chances of interviewing at HSBC by 2x
Sign in to set job alerts for “Assistant Portfolio Manager” roles. Investment Counsellor Analyst - Global Private Banking Client Experience Lead - Chubb Investment Management Assistant Manager, M&A and Investment Management (Ref.: PSO-AMMAIM)Shenzhen, Guangdong, China CN¥9,000.00-CN¥18,000.00 1 year ago
Fixed Income Investment Director – Asset Management Hedge Fund Quantitative Portfolio Manager Stat Arb (APAC) Investment Fund Management, Specialist (Assistant Manager) Risk Manager (Credit Policy and Portfolio Management) - Credit Risk ManagementWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrOfficer, Product specialist (Cards Portfolio Management)

Posted 2 days ago
Job Viewed
Job Description
**Shape your Career with Citi**
**Citi Global Wealth (CGW)** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer, Product specialist (Cards Portfolio Management) - Hybrid** (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.
**In this role, you're expected to:**
+ Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
+ Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
+ Support managing end to end card product lifecycle, including pricing, features and promotions
+ Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
+ Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
+ Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
+ Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
+ Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
+ Participate in budgeting and planning for strategic priorities and initiatives
+ Ensure adherence to regulations and internal policies
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's degree/University degree or equivalent experience
+ 2 years of relevant experience
+ Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
+ Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
+ Experience in UAT/ PAT testing, working with technology
+ Demonstrated knowledge in managing KPI and good financial acumen
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate
+ Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
+ Demonstrated problem-solving and decision-making skills
+ Demonstrated analytical and influencing skills
+ Consistently demonstrates clear and concise written and verbal communication for stakeholder management
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Product Management and Development
---
**Job Family:**
Product Management
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Be The First To Know
About the latest Portfolio management Jobs in Hong Kong !
Officer, Product specialist (Cards Portfolio Management)
Posted 1 day ago
Job Viewed
Job Description
Citi Kowloon City District, Hong Kong SAR
Join or sign in to find your next jobJoin to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi
Citi Kowloon City District, Hong Kong SAR
1 day ago Be among the first 25 applicants
Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi
Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
- We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
- We empower our employees to manage their financial well-being and help them plan for the future.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
In this role, you’re expected to:
- Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
- Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
- Support managing end to end card product lifecycle, including pricing, features and promotions
- Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
- Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
- Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
- Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
- Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
- Participate in budgeting and planning for strategic priorities and initiatives
- Ensure adherence to regulations and internal policies
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Bachelor’s degree/University degree or equivalent experience
- 2 years of relevant experience
- Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
- Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
- Experience in UAT/ PAT testing, working with technology
- Demonstrated knowledge in managing KPI and good financial acumen
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Demonstrated problem-solving and decision-making skills
- Demonstrated analytical and influencing skills
- Consistently demonstrates clear and concise written and verbal communication for stakeholder management
job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
Job Family Group:
Product Management and Development
---
Job Family:
Product Management
---
Time Type:
Full time
---
Most Relevant Skills
Please see the requirements listed above.
---
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development and Sales
- Industries Banking, Financial Services, and Investment Banking
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#J-18808-LjbffrAssistant Manager, Portfolio Management - HK Business
Posted 1 day ago
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Join to apply for the Assistant Manager, Portfolio Management - HK Business role at HSBC
2 days ago Be among the first 25 applicants
Join to apply for the Assistant Manager, Portfolio Management - HK Business role at HSBC
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 an Assistant Manager/Assistant Vice President, 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
Qualifications
To be successful you will need
- University graduate
- 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 the position of Assistant Manager, Portfolio Management; Relevant insurance and investment licenses are preferred
- Candidate will be assigned to one of the HSBC Business Centre's subject to business needs
You'll achieve more when you join HSBC.
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.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance
- Industries Banking
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Sign in to set job alerts for “Assistant Portfolio Manager” roles. Investment Counsellor Analyst - Global Private Banking Client Experience Lead - Chubb Investment Management Assistant Manager, M&A and Investment Management (Ref.: PSO-AMMAIM)Shenzhen, Guangdong, China CN¥9,000.00-CN¥18,000.00 1 year ago
Fixed Income Investment Director – Asset Management Hedge Fund Quantitative Portfolio Manager Stat Arb (APAC) Investment Fund Management, Specialist (Assistant Manager) Risk Manager (Credit Policy and Portfolio Management) - Credit Risk ManagementWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrDirector of Portfolio Management and Business Development
Posted 11 days ago
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Join to apply for the Director of Portfolio Management and Business Development role at AIA
Director of Portfolio Management and Business Development2 days ago Be among the first 25 applicants
Join to apply for the Director of Portfolio Management and Business Development role at AIA
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our financial wellbeing as an organisation, the better we can support and make a difference for our customers when they need us most. By ensuring our products are well designed and priced, analysing business performance and ensuring proper management of insurance policies in-force, you’re not just safeguarding AIA’s financial wellbeing. You’re securing a better future for the people and communities we serve - today, tomorrow and for generations to come.
If that interests you, read on.
About the Role
You will take ownership of Corporate Solutions (CS) pricing and portfolio management policy and associated technical standards, while also being responsible for the design of reporting/monitoring frameworks to ensure compliance across Local Business Unit (LBU). In addition, you will champion the CS initiatives and goals that have been committed to by LBUs and provide technical advice and support to help realise them. You will also contribute to the development and execution of Regional Corporate Solutions strategy to maintain and build on AIA’s regional position as market leader. You will build a lean and effective centre-of-excellence that enables sharing of value adding best practices with LBUs.
Roles and Responsibilities:
- Champion benefits of AIA top-down strategic initiatives and secure LBU CS management support for inclusion in country strategic initiative pipeline and strategic business plan
- Negotiate with internal counterparties balancing CS contribution to overall company targets against need for baseline resource to ensure initiative success and growth of business.
- Provide leadership and direction for the pricing and portfolio management team through the formulation of strategic goals and technical outcomes to be achieved through projects and regular LBU technical team engagement and prioritize resources for initiatives.
- Evaluate risk/benefit tradeoffs and settle technical decisions to guide development of underwriting standards and design of enforcement frameworks
- Provide expert technical support for LBUs and Group Corporate Solutions (GCS); for business-as-usual and drive the innovation and change agenda (e.g. Corporate Vitality, multi-year pricing, CS to Voluntary Solutions incentivisation in Agency)
- Understand the commercial themes in each LBU and provide practical strategies tailor-made for each market, channel and segments
- Understand the commercial themes of the MNC business and provide necessary technical and pricing support to achieve desired Key Performance Indicators (KPIs)
- Set technical standards and corresponding risk governance and oversight
- Identify the technical constraints, gaps and needs of LBUs
- Enhance local technical capability learning, development and related operational capability in LBUs to better achieve KPIs
- Work together with LBUs to address the needs to execute sustainable technical solutions, including automation and digitalisation (e.g. Quote engines, i-renewal etc.)
- Prioritise initiatives and resource allocation by scale of likely benefit
- Lead regular pricing and portfolio review discussions with local CS teams to maintain performance on track
- Drive new product proposition from regional and local perspective where appropriate.
- Support strategic direction from AIA senior management through proposal of potential initiatives to LBU CS heads
- Promote the benefits of GCS initiatives among Group Office (GO)/LBU functional areas and ensure understanding of CS support needs and resource commitment to ensure achievement of initiatives aims and targets
- Degree in Actuarial or highly numerate focus (Statistics, Mathematics, etc.)
- Fellowship of Internationally recognized Actuarial association (SOA, IAAust, IFoA, etc.) with minimum 15 years experience in Life Insurance
- Insurance and Financial Services with significant senior management/leadership experience
- Demonstrated development and execution of strategies and tactics.
- Highly developed relationship-building skills to foster effective working relationship with senior management and partners.
- Strong financial and commercial acumen
- Broad exposure to a combination of the following business disciplines; finance, marketing, strategy, customer service, operations, distribution, product
- Excellent communication skills, both written and verbal. Sound understanding of insurance related financial metrics
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Insurance
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