Manager, PvB Client Servicing & Transacting
- Kwun Tong, Hong Kong
- Permanent
- Full-time
- To ensure the credit operations processes to comply with agreed processes and guidelines
- Prepare/Maintain/Update Desk Operating Instructions (DOIs) for critical processes
- Accountable for the preparation of credit documentations for Private Bank Clients and to achieve the agreed SLA
- Review/Check constitution documents of corporate client, ensure proper corporate authorizations has been sought for execution of facility documents
- Review/Check company searches and court searches of corporate client
- Assist CA/CSM to obtain legal opinion for offshore company to apply credit facility
- Ensure the charge registration requirements on corporate/trust clients are followed and all registrations should be completed within the time limit to protect the bank interest
- Ensure credit data contribution to credit reference agency are followed and complied; credit reference agency is updated in accordance with the laid down guideline; and compliance with the SPM IC6 in handling credit data
- Prepare non-standard facility letter for approval from PvB Legal and PvB Credit Risk
- To deal with onshore and offshore lawyers for legal opinion and charge registrations
- To provide guidance and advices to team members or Front Office on credit documentations
- Act as Maker/Reviewer or Checker role (in no event can take both roles in the same case) for the credit and facilities documentations of individual/corporate/trust account for Class I/II/III/IV facilities including premium financing documentations to ensure correctness, completeness and consistency with proper supporting documents (eg. member and/or director resolution, consent, undertaking) and the business credit approval before issuance for client's execution and limit set up.
- Bachelor's/Honours degree or equivalent preferred
- 5 years of relevant experience in Credit Documentation for Private Bank;
- Knowledge of Private Banking products and services;
- Demonstrate an ability to work in a fast-moving environment and resilience under pressure whilst maintaining a high quality of work deliverance.
- Possess strong analytical skills and excellent attention to details
- Good interpersonal / collaborative skills and strong communication skill (oral & written)
- Be familiar with applicable laws, regulatory requirements as well as Credit Risk policies and procedures
- Good knowledge of MS applications
- Service Delivery & Operations Management
- Product & Processes
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.