Credit Advisor, Private Bank

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