We are partnering with a regional private banking platform to identify an experienced Credit Advisor to support its wealth financing business, with a primary focus on Lombard Lending for HNW and UHNW clients.
Key Responsibilities
- Partner with Relationship Managers to structure and deliver wealth financing solutions
- Advise on Lombard Lending and other financing solutions for HNW/UHNW clients
- Conduct credit analysis, collateral reviews and risk assessments
- Prepare and present credit proposals for approval
- Work closely with Credit Risk, Legal, Compliance and Operations teams to execute transactions
- Perform ongoing portfolio reviews and credit monitoring
- Support business initiatives and process enhancement projects
Requirements
- Degree in Banking, Finance, Business, Accountancy or related discipline
- Minimum 8 years of Private Banking experience
- Experience in Credit Advisory, Wealth Lending or Lombard Lending
- Strong understanding of private banking credit products and lending structures
- Strong credit analysis, stakeholder management and communication skills
- Proficiency in English and Mandarin to liaise with Chinese-speaking stakeholders
Interested candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.
Claire Ang (R22109899)
EA Licence No: 22S1193