Vice President, Institutional Banking

Fubon Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Fubon Bank (Hong Kong) Limited is seeking a experienced banking professional to coordinate end-to-end transaction execution from credit approval through handover to operations. You will assist in preparing credit applications, support documentation, and respond to approval conditions while tracking status and ensuring compliance with internal guidelines.

The role requires strong communication skills in English and Chinese, meticulous attention to detail, and the ability to manage multiple

Qualifications

• Degree in law, banking, finance, business or a related discipline, or equivalent relevant professional experience.
• Approximately 5–10 years’ relevant experience in banking transaction documentation, credit administration, loan operations or transaction execution.
• Practical experience supporting the credit approval process and handling facility and security documentation, signing requirements, conditions precedent and drawdown arrangements.
• Familiarity with corporate lending transactions and the operational requirements of a banking environment; experience with Hong Kong transactions is preferred.
• Strong attention to detail, organisational skills and ability to manage multiple transactions and deadlines.
• Sound judgement in identifying issues and escalating them to the appropriate decision-maker.
• Strong communication skills and ability to work effectively with business teams, control functions, clients and external counsel.
• Proficiency in written and spoken English and Chinese; Cantonese and Putonghua capabilities are preferred.

Responsibilities

• Coordinate the transaction execution process from preparation of credit approval materials through documentation, signing, completion and handover to operational teams.
• Assist AOs in preparing and compiling credit applications, supporting documents and responses to approval conditions or queries.
• Liaise with Legal, Credit, Operations, Compliance, external counsel and other stakeholders to progress transactions and resolve execution issues.
• Prepare or coordinate facility letters and other transaction documents using approved templates; check terms against credit approvals and identify discrepancies.
• Coordinate client documentation requests and execution arrangements, including verification of signing authorities and completion formalities.
• Maintain transaction checklists and monitor conditions precedent, outstanding documents, and post-completion undertakings.
• Coordinate drawdown readiness and submission of completion materials to Operations, ensuring approvals before funds release.
• Maintain complete transaction records, document versions, approvals and audit trails.
• Provide regular updates on transaction progress to AOs and CBD team head.
• Help develop standardized checklists, workflows and reporting tools to improve execution efficiency and control quality.

Skills

Credit documentation

Transaction execution

Stakeholder liaison

English & Chinese proficiency

Attention to detail

Multitasking

Education

Bachelor's degree in Law, Banking, Finance, or Business

Job description

Coordinate the transaction execution process from preparation of credit approval materials through documentation, signing, completion and handover to the relevant operational teams.

Assist AOs in preparing and compiling credit applications, supporting documents and responses to approval conditions or queries; track approval status and outstanding requirements.

Liaise with Legal, Credit, Operations, Compliance, external counsel and other relevant stakeholders to progress transactions and resolve execution issues.

Prepare or coordinate facility letters and other transaction documents using approved templates and instructions; check commercial terms against credit approvals and identify discrepancies, non-standard provisions and proposed departures for review by the appropriate function.

Coordinate client documentation requests and execution arrangements, including verification of signing authorities and completion formalities in accordance with internal requirements and Legal’s guidance.

Maintain transaction checklists and monitor conditions precedent, outstanding documents, security perfection steps and post-completion undertakings, escalating delays or deficiencies promptly.

Coordinate drawdown readiness and submission of completion materials to Operations, ensuring that required approvals and confirmations are obtained before release of funds.

Maintain complete and orderly transaction records, document versions, approvals and audit trails in the designated systems.

Provide regular updates on transaction progress, outstanding issues and target completion dates to AOs and the CBD team head.

Help develop standardized checklists, workflows and reporting tools to improve execution efficiency and control quality.

Proficiency in written and spoken English and Chinese; Cantonese and Putonghua capabilities are preferred.

Qualifications and Experience

Degree in law, banking, finance, business or a related discipline, or equivalent relevant professional experience.

Approximately 5–10 years’ relevant experience in banking transaction documentation, credit administration, loan operations or transaction execution, preferably with a banking and/or legal background.

Practical experience supporting the credit approval process and handling facility and security documentation, signing requirements, conditions precedent and drawdown arrangements.

Familiarity with corporate lending transactions and the operational requirements of a banking environment; experience with Hong Kong transactions is preferred.

Strong attention to detail, organisational skills and ability to manage multiple transactions and deadlines.

Sound judgement in identifying issues and escalating them to the appropriate decision-maker.

Strong communication skills and ability to work effectively with business teams, control functions, clients and external counsel.

Proficiency in written and spoken English and Chinese; Cantonese and Putonghua capabilities are preferred.

Fubon Bank, an identity that reflects the commitment of providing customers with Value Banking Service - "Get More than You Expect" , is also a leading distributor of investment solutions and services, supported by a broad range of products, a talented and dynamic team. In line with our business expansion, we are inviting committed professionals to join our team. If you have the passion and belief that you can grow with our business, and contribute to our success, capitalize on this career opportunity.

Fubon Bank, an identity that reflects the commitment of providing customers with Value Banking Service - "Get More than You Expect" , is also a leading distributor of investment solutions and services, supported by a broad range of products, a talented and dynamic team. In line with our business expansion, we are inviting committed professionals to join our team. If you have the passion and belief that you can grow with our business, and contribute to our success, capitalize on this career opportunity.