Job Description
Job description
Some career choices have more impact than others.
At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
HSBC Corporate and Institutional Banking (CIB) provides universal financial services support to large corporate and institutional clients around the world. Leveraging the strength, scope and expertise of our global banking network, CIB is positioned as an essential partner to large enterprises seeking to maximize their potential and offers streamlined business access to HSBC’s broad range of market leading banking products and services.
Taking on the role of Portfolio Manager with our Global Network Banking (GNB) business, your focus will be to provide banking services to subsidiaries of CIB customers, delivering consistent, in-depth and dedicated coverage across the HSBC network with the goal of deepening our existing client relationships. In doing so, you will be responsible for managing a portfolio of clients, whose headquarters bank with HSBC in other countries, targeting superior customer service and upselling to improve revenue growth.
Based in Sydney, this role will give you a great opportunity to broaden your corporate banking experience with a large internationally focused portfolio. This will provide you with new challenges, as you work across our full suite of commercial banking products as well as financial crime and credit risk management.
Your main responsibilities will include:
Developing effective strategies to manage customer relationships, anticipating customer needs and providing a superior quality service to position HSBC as the market leader in this segment.
Delivering a high quality service by owning customer engagement, striving for excellence in all interactions with customers or other professionals, and always acting according to the highest professional standards.
Establishing a close working relationship with the HSBC Compliance team and effectively managing AML risks.
Onboarding new facility clients and conducting annual reviews to ensure credit risks are effectively managed.
Growing sustainable revenues from the existing customer portfolio and through targeted onboarding of new customers.
Working collaboratively with other Global Businesses, Product and Service Partners to identify opportunities to connect customers to opportunities and strengthen existing relationships.
Requirements
To be successful in this role, you will need:
Current experience in a customer facing role, ideally in corporate and institutional banking, dedicated to providing superior customer service to consistently meet and exceed customer expectations.
Strong analytical skills with a strong commercial orientation and experience writing credit papers and conducting financial analysis.
Portfolio management experience with the ability to build strong and lasting relationships with internal and external stakeholders through excellent written and verbal communication skills and confident interpersonal skills.
Some knowledge of HSBC CIB products and services would be an advantage.
Knowledge and understanding of customer due diligence processes.
Attention to detail and the ability to work autonomously without supervision.
A tertiary qualification in finance, accounting or a relevant discipline.
Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.
As an HSBC employee in Australia, you will have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.
We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.
Learn more about careers at HSBC Australia – https://www.hsbc.com/careers/where-we-hire/australia
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 HSBC Bank Australia Limited. Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels. #LI-HSBCMH
Some career choices have more impact than others.
At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
HSBC Corporate and Institutional Banking (CIB) provides universal financial services support to large corporate and institutional clients around the world. Leveraging the strength, scope and expertise of our global banking network, CIB is positioned as an essential partner to large enterprises seeking to maximize their potential and offers streamlined business access to HSBC’s broad range of market leading banking products and services.
Taking on the role of Portfolio Manager with our Global Network Banking (GNB) business, your focus will be to provide banking services to subsidiaries of CIB customers, delivering consistent, in-depth and dedicated coverage across the HSBC network with the goal of deepening our existing client relationships. In doing so, you will be responsible for managing a portfolio of clients, whose headquarters bank with HSBC in other countries, targeting superior customer service and upselling to improve revenue growth.
Based in Sydney, this role will give you a great opportunity to broaden your corporate banking experience with a large internationally focused portfolio. This will provide you with new challenges, as you work across our full suite of commercial banking products as well as financial crime and credit risk management.
Your main responsibilities will include:
Developing effective strategies to manage customer relationships, anticipating customer needs and providing a superior quality service to position HSBC as the market leader in this segment.
Delivering a high quality service by owning customer engagement, striving for excellence in all interactions with customers or other professionals, and always acting according to the highest professional standards.
Establishing a close working relationship with the HSBC Compliance team and effectively managing AML risks.
Onboarding new facility clients and conducting annual reviews to ensure credit risks are effectively managed.
Growing sustainable revenues from the existing customer portfolio and through targeted onboarding of new customers.
Working collaboratively with other Global Businesses, Product and Service Partners to identify opportunities to connect customers to opportunities and strengthen existing relationships.
Requirements
To be successful in this role, you will need:
Current experience in a customer facing role, ideally in corporate and institutional banking, dedicated to providing superior customer service to consistently meet and exceed customer expectations.
Strong analytical skills with a strong commercial orientation and experience writing credit papers and conducting financial analysis.
Portfolio management experience with the ability to build strong and lasting relationships with internal and external stakeholders through excellent written and verbal communication skills and confident interpersonal skills.
Some knowledge of HSBC CIB products and services would be an advantage.
Knowledge and understanding of customer due diligence processes.
Attention to detail and the ability to work autonomously without supervision.
A tertiary qualification in finance, accounting or a relevant discipline.
Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.
As an HSBC employee in Australia, you will have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.
We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.
Learn more about careers at HSBC Australia – https://www.hsbc.com/careers/where-we-hire/australia
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 HSBC Bank Australia Limited. Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels. #LI-HSBCMH
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Manager, Global Network Banking Sydney position is now open for candidates interested in the Accountant Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
