Manager, Credit Documentation
2 months ago
Job Purpose:
- Perform credit documentation and administration functions and ensure that credit facilities/monitoring are implemented in accordance to credit approval.
- Perform checks on fixed deposit maintenance (placement and released), current account maintenance, account opening, deposit-related transactions, Investment products, insurance products, Lombard loan, premium financing, static data maintenance, audit confirmations and other related account servicing and maintenance functions for Private Banking Singapore booking center.
- Contribute to continuous improvements in procedures and organization so as to streamline sales & operational workflows/processes.
Job Responsibilities:
- Ensure facility and security documents are duly executed and in order for implementation
- Perform redemption of facilities for Private Banking facilities (including but not limited to Premium Financing, Lombard Loan)
- Manage the daily routine operations in an efficient manner, while delivering good quality services to internal and external customers (including but not limited to account opening process, new account set-up, provide general banking services including remittance, deals executions, complete client’s banking instructions, account maintenance, day-end order reconciliation, audit confirmation etc.)
- To review and approve investment related transactions in accordance to MAS regulations and internal guidance
- Ensure that operational processes while collaborating with front office in HK and SG, and other business units are in full compliance with the Bank’s policy and regulatory requirements.
- Set-up new accounts in the system and custody of the account-opening file for regular post-acceptance review upon account approval by PB management
- Check and perform authorization relating to fixed deposits placement and maintenance.
- Check and perform authorization of account operation-related transactions in accordance to internal procedures and external regulatory guidelines.
- Check and perform authorization of investment products and other PB products where applicable.
- Work closely with HO’s counterparts to ensure daily transaction are processed, settled and issues, if any are resolved accordingly.
- Perform facility & security documents supports for Private Banking facilities
- Lead &/or participate in User Acceptance Testing (UATs) and system testing
- Familiar with the end-to-end flow of wealth management product life cycle
- Perform any other tasks as may be assigned from time to time.
Job Requirements:
- Minimum “A” levels or Diploma holder.
- Minimum 5 years private banking experience in banking and credit documentation/administration.
- Working knowledge of Avaloq system is essential.
- Familiar with credit and security documentation and with knowledge in account opening and KYC procedures.
Tell employers what skills you have
Document Management
Front Office
Sales
Due Diligence
System Testing
Private Banking
Account Servicing
Compliance
Authorization
Deposits
Banking
User Acceptance Testing
Regulatory Requirements
KYC
Audit
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