Assistant Manager (Credit Documentation and Administration) – Global Private Banking

Job description

Job description

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.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as an Assistant Manager (Credit Documentation and Administration).

Principal Responsibilities

·  Prepare and ensure perfection of credit documentation, security documentation and conditions precedent prior to facility upload
·  Ensure timely maintenance of credit limit and other credit related maintenance in systems
·  Ensure registration of security documents upon facility set up
·  Attend to registration of release of security documents upon cancellation of credit facility
·  Obtain and check updated company/writ search reports or certificate of good standing, where appropriate, on borrowers/security providers prior to facility drawdown or annual review due date
·  Obtain and check valuation reports, fire insurance policy, etc. for real estate loans
·  Ensure effective follow up receipt of relevant documents within reasonable time
·  Ensure filing and safekeeping of duly executed credit and security documentation in security files / credit files on a timely basis
·  Handle credit facility cancellation requests and release of security documentation
·  Handle and follow up bank guarantee requests and renewal
·  Handle enquires from Marketing’s colleagues and provides solutions/alternatives
·  Assist supervisor in document checking and provide mentorship to junior members in their day-to-day work
·  Contribute and participate in workflow enhancement projects as assigned by supervisor/Team Head
·  Capability to identify and escalate any problem areas to supervisor/Team Head for immediate attention
·  Complete any ad-hoc tasks as assigned by supervisor/Team Head
·  Implement the Group Policy, as applicable to job holder’s role
·  Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
·  Be aware of the Operational Risk scenario associated with job holder’s role and ensure that all actions during the employment with HSBC take account of the likelihood of operational risk events
·  Mature, accountable, and capable to escalate any problem area to supervisor/Team Head

Requirements

·  Degree holder or above
·  3+ years relevant experience in credit documentation and administration, or private banking credit discipline
·  In-depth knowledge of loan processing, procedures, and relevant legal requirements
·  Proficiency in PC skills including MS Word, Excel, PowerPoint, Assess etc
·  Proficiency in data mining tools would be an asset
·  Good analytical, interpersonal and communication skills
·  Good team player and detail-oriented
·  Good command of spoken and written Chinese and English

You’ll achieve more when you join HSBC. 
http://www.hsbc.com/careers

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.