Senior Credit Documentation & Compliance Lead

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

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.