Job ref no.: CT3118690-01#6509

Credit Administration Officer/Credit Documentation - Private Banking/Wealth Management

Asia Progress Executive Limited

Our client is reputable Foreign Private Banking/Wealth Management. To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team


Credit Administration Officer /Credit Documentation - Private Bank /Wealth Management



• University graduate in Finance/Business Administration

• At least 5 years’ exp credit admin in PrivateBank /Wealth management experience with a multinational bank, private bank or wealth management.

• Good knowledge of Credit Administration, its activities and all aspects of risk elements involved.

Control- oriented, analytical, numerate, meticulous, familiar with Credit Risk, Legal and Regulatory aspects of the banking business.

• Fluent in English (spoken and written), and preferably Chinese (Cantonese / Mandarin).

• Proficient in Microsoft Word, Excel, Outlook and PowerPoint.

• Well-developed interpersonal, problem-solving and influencing skills.


Position Purpose

  • Prepare legal documents accurately and timely
  1. a cover sheet listing all the legal documents and the required actions should be accompanied with the package of legal documents given to the RM
  2. all complete credit and security documents should be cross checked before their distribution
  • Prepare credit authorization ticket
  1. all approval conditions should be properly documented in the ticket which is the key control vehicle for documents
  2. authorization ticket should be included with each credit proposal and properly signed


  • Liaise with internal & external parties including but not limited to front line, operations, legal counsel, property appraisers, insurance brokers
  1. Credit Admin. Officer should be familiar with all legal guidance notes.  Legal counsel should be referred on the exceptional cases
  2. Information obtained from Legal counsel should be disseminated to all relevant team members for future reference


  • Timely maintain credit facilities related data in respective systems and control logs at all times
  • Handle tasks related to credit reference agency (Transunion)
  • Participate and contribute in audit related enquires, other assignments and projects as and when required
  • Be a team player
  1. Work closely with all members of staff providing mutual support in work coverage and professional interaction throughout daily operations in a respectful manner




  • To prepare all legal documents in connection with credit extension to clients of HK and Taiwan book
  • To issue banker’s guarantee and standby letter of credit
  • To prepare credit authorization ticket
  • To liaise with Legal Department and external lawyer (if necessary) for all non-standard legal documents
  • To maintain all credit related data in various systems and spreadsheets
  • To check daily reconciliation reports and follow up on discrepancies if any
  • To compile routine and adhoc reports
  • Comply with regulatory requirements and internal guideline
  • To prepare instruction to external lawyer for creation or release of mortgage deed
  • To prepare Instruction to external lawyer for registration of de-registration of charge documents at the incorporated country of the Chargor
  • To contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as control plan.
  • To contribute to the reporting of all incidents according to the Incident Management System
  • To participate and contribute in audit related tasks, other assignments and projects


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More job information
Job ref no. CT3118690-01#6509
  • N/A
Job Function
Employment Term
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree