Associate Director, Credit Administration M/F

Ca Indosuez Wealth (Group); Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Indosuez Wealth Management in Asia is seeking an Associate Director in Credit Administration to lead the preparation and review of complex lending agreements for high-net-worth clients in Hong Kong. You will manage documentation perfection, liaise with legal teams, and ensure compliance with internal policies.

The role requires 5+ years in private banking credit risk, strong knowledge of Lombard, insurance, mortgage and structured lending, and fluency in English and Chinese.

Qualifications

• Bachelor's degree in finance, business, economics, or related discipline.
• Minimum 5 years in Private Banking credit risk with knowledge of credit documentation.
• Experience with Lombard, Insurance, Mortgage and Structured lending.
• Proficiency in English and Chinese.

Responsibilities

• Oversee preparation of Lombard and bespoke credit facilities; ensure templates are agreed with internal Legal.
• Ensure all approval conditions and covenants are included in documentation.
• Liaise with internal/external legal teams to finalize documentation promptly.
• Oversee documentation lodgment, tracking, and perfection; maintain files.
• Monitor credit limits and periodic account checks; track deficiencies.
• Review legal opinions for compliance with laws and internal policies.
• Assist with process improvements to documentation workflows and regulatory reporting.
• Support credit documentation queries from Front Office and projects.

Skills

Communication skills

Prioritization

Self-motivated

Adaptable

Education

Bachelor's degree / BSc in finance or related

Job description

Associate Director, Credit Administration M/F

Business type

Types of Jobs - Risk Management / Control

Job title

Associate Director, Credit Administration M/F

Contract type

Permanent Contract

01/12/2026

No

Job summary

The Credit Administration is a key member of the lending value chain reporting to the Chief of Staff, Hong Kong, he/she is responsible for preparing, reviewing, legalizing complex/bespoke credit and security agreements for high-net-worth clients and maintaining relevant credit documentation.

Key Responsibilities:

• Document Preparation: Oversee and preparation of standard Lombard and bespoke credit facilities like life insurance financing, and single-stock / concentrated lending and other structured credit facilities. Templates to be agreed with internal Legal and other miscellaneous documentation tasks where required.
• Risk & Compliance: Ensure all relevant approval conditions and/or covenants are included in credit documentation.
• Negotiation: Independently liaise and follow up with internal and external stakeholders (eg. engage internal legal or external solicitors to ensure the perfection of documentation) to ensure timely completion of documentation.
• Administration/Monitoring/Reporting:
  • Manage status overview for issued documentation and track their return.
  • Ensure any document deficiencies are accurately tracked and escalated.
  • Manage lodgment of completed documentation for timely safekeeping, track for documentation perfection and maintain credit documentation files.
  • Periodic account monitoring, checking of credit limits, where relevant.
  • Perform documentation and other required checks for returned documentation to ensure completeness and accuracy, validate fulfillment of conditions precedent, perfection of collaterals and compliance with internal policies and procedures.
  • Review of legal opinions (where relevant, with internal Legal) to ensure compliance with applicable laws and regulations for documentation requirements.
  • Assist with the review of and update of documentation processes and procedures.
  • Conduct /oversee periodic checks on security documents based on required scope.
  • Provide effective support for credit documentation queries from Front Office.
  • Support the team in regulatory reporting, including Mortgage Data Sharing.
  • Assist with projects, UAT and contribute to the successful delivery and enhancements of systems and processes.
• Legal and Regulatory:Comply with all applicable legal, regulatory and internal requirements linked to credit documentation.Responsible for credit documentation in Singapore and Hong Kong booking and servicing.

Geographical area

Asia, Hong Kong

City

29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong

Bachelor Degree / BSc Degree or equivalent

A bachelor’s degree in finance, business, economics, or any related discipline.

Level of minimal experience

6-10 years

Experience

Minimum of 5 years in Private Banking credit risk, with deep specific knowledge of credit documentation (Lombard, Insurance, Mortgage and Structured lending).

Required skills

• Good written, communication and interpersonal skills.
• Ability to prioritize, organize, and work independently.
• Self-motivated, proactive and able to multi-task and work under pressure.
• Demonstrate flexibility and willingness to accept new assignments and challenges in a rapidly changing environment.

Technical skills required

• Good knowledge of regulatory framework in Hong Kong
• Strong legal interpretation abilities, meticulous attention to detail, and clear communication for dealing with stakeholders as well as team members.

Languages

Proficiency in English and Chinese

General information

Entity

About Indosuez Wealth Management in Asia

Entity

About Indosuez Wealth Management in Asia
Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

• 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong
• 29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong