Portfolio Risk Management Associate — UBS
NewCHF 49'500 - 75'000
UBS · Ticino (TI)
- Location
- Ticino
- Contract
- full-time
- Posted
- 2 days ago
SalaryCHF 49'500 - 75'000
Role overview
The Global Wealth Management Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals.
The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm.
The Credit Risk Manager role is part of the team’s 1st line of defense support.
- The Global Wealth Management Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals.
- The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm.
- Principal Responsibilities:
- Lead Mumbai Lending team to support onshore team in managing a portfolio of loans to HNW and UHNW clients consisting of various collateral types including but not limited to Marketable Securities, Private Equity, Hedge Funds, LP interests, and Unsecured
Main responsibilities
- Principal Responsibilities:
- Lead Mumbai Lending team to support onshore team in managing a portfolio of loans to HNW and UHNW clients consisting of various collateral types including but not limited to Marketable Securities, Private Equity, Hedge Funds, LP interests, and Unsecured
- Assist in preparing high quality credit presentations within defined periodic review due dates that accurately summarize the loan purpose, terms and conditions, sources of repayment, risks, credit strengths and weaknesses
Application process
- apply financial principles, theories, concepts, and techniques to analyze information and loan collateral in accordance with policies, procedures, and industry practice
- keep current on major developments and changes in market and client financial condition to identify and escalate potential negative trends that could lead to the deterioration of credit quality and internal ratings
- maintain and update borrower’s loan data in internal systems and trackers
- participate in the development and ongoing updates to process and procedure documents
