Wealth Lending Portfolio Manager

Required Skills and QualificationsUniversity graduate in Risk Management or other related discipline, with relevant professional qualification (e.g. FRM, CFA, etc.).Minimum 15 years of experience in Banking and Finance covering retail lending credit, including credit approvals, credit policy, portfolio management, debt collection and risk analytics.Good...

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,...

Wealth Credit Management Underwriter - AVP Wealth Credit Management Underwriter - AVP Apply locations: Hong Kong, Hong Kong Time type: Full time Posted on: Posted 2 Days Ago Job requisition id: 25835991 Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It delivers a wide range of...

Role SummaryWe are seeking a highly motivated and experienced Investment Consultant to join our team at Fargo Wealth Group. As an Investment Consultant, you will be responsible for providing expert advice on investment management and delivering exceptional client service.Main Responsibilities:Provide personalized investment recommendations to high-net-worth...

Wealth lending is a critical component of Citibank's Global Wealth business. The Wealth Credit Management (WCM) team plays a vital role in ensuring the integrity and sustainability of our lending activities.The WCM team is responsible for managing a diverse portfolio of clients with lending requirements, including securities backed lending, commercial real...

Citibank's Global Wealth business is committed to delivering exceptional client service and building long-term relationships with our clients. As a global wealth credit analyst, you will play a key role in supporting the lending activities of our private banking clients and ensuring that they receive the highest level of service and support.Responsibilities...

Citibank's (Switzerland) AG is seeking a highly skilled Global Lending Analyst to join their team. As a Global Lending Analyst, you will be responsible for analyzing lending transactions and identifying potential risks.Your key responsibilities will include:Full credit underwriting with appropriate risk return characteristicsPreparation of Credit...

Equity Finance and Securities Lending SpecialistThe Millennium is seeking an experienced Equity Finance and Securities Lending Specialist to join its Portfolio Finance team in Hong Kong. In this role, you will work closely with Portfolio Managers to optimize equity finance and securities lending strategies.You will be responsible for developing and...

We are looking for a Wealth Management Professional to join our team at CLSA. As a Financial Portfolio Advisor, you will be responsible for assisting front office staff to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes.In this role, you...

Job DescriptionFargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.Responsibilities:Act as a...

Job Description:We are seeking a highly motivated and experienced Portfolio Manager to join our team at CICC. As a Portfolio Manager, you will be responsible for managing client portfolios, providing investment advice, and identifying opportunities for growth.Key Responsibilities:Develop and implement comprehensive investment plans tailored to individual...

We are looking for a skilled Technical Support Specialist to join our IT team at Fargo Wealth Group. As a Technical Support Specialist, you will play a critical role in providing technical support and resolving complex technical issues that arise from our IT systems and applications.Responsibilities:Provide technical support and troubleshooting services to...

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Global Private...

About the RoleThe Investment Consultant will be responsible for delivering exceptional client service and providing expert advice on investment management. This role requires strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities:Develop and implement customized investment plans for high-net-worth...

Wealth Management Manager/TraineeA career-defining role for ambitious professionals seeking to build a successful career in wealth management.Work closely with high-net-worth individuals (HNWIs) to create tailored financial portfolios that meet their unique needs and goals.Develop and implement comprehensive financial plans, incorporating insurance and...

The Financial Portfolio Advisor will be responsible for providing client portfolio advisory services on multi-asset classes including equities, fixed incomes, funds, and structured products. This role requires a strong understanding of investment products and the ability to communicate complex ideas to clients.Your key responsibilities will include:Providing...

Role OverviewWe are seeking a high-calibre professional to join our team as an Alternative Credit Portfolio Manager, responsible for driving AuM growth in Asia across our global Alternative Credit platform.Main ResponsibilitiesDrive AuM growth in Asia through effective product representation and close collaboration with regional Sales teams.Lead product...

About the JobFargo Wealth Group is seeking a skilled Investment Consultant to provide expert advice on investment management and deliver exceptional client service. As an Investment Consultant, you will be responsible for developing and implementing customized investment plans for high-net-worth clients.Key Responsibilities:Conduct thorough customer...

Portfolio Finance Trader We are looking to recruit a candidate to work as a member of the Portfolio Finance team in Hong Kong. The candidate should be analytical, highly motivated, hardworking, and energetic. They must possess the communication skills to maintain and develop relationships internally within the fund and externally with the financing...

About the RoleWe are seeking a seasoned Private Banking Director to drive business growth and expansion in our Hong Kong office. As a member of our team, you will have the opportunity to develop your skills and expertise while working with a prestigious global private bank.Key Responsibilities:Portfolio Management: Manage $300M+ portfolios for HNW/UHNW...