Wealth Credit Specialist

16 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Citibank (Switzerland) AG Full time

Wealth Credit Management is a critical component of Citibank's (Switzerland) AG risk management strategy. The role of the Wealth Credit Specialist is to manage a portfolio of clients with lending requirements, ensuring that all transactions are fully collateralized and in line with Citi's credit policies.

The incumbent will be responsible for credit analysis, documentation, risk identification, exposure monitoring, and associated administration with Citi Global Wealth lending activities. This includes preparing Credit Greenlight memos, full credit underwriting, preparation of Credit Applications, financial analysis, and collateral evaluation.

Key responsibilities include:

  • Assist Lending Advisors with preparing Credit Greenlight memos
  • Full credit underwriting with appropriate risk return characteristics
  • Preparation of Credit Applications ensuring accuracy and completeness of data
  • Financial Analysis including cash flow statements
  • Collateral Evaluation covering investment portfolios, commercial real estate, art, aircraft, and other asset classes


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