Job ref no.: CT3119652-01#0666

Credit Advisor, Investment Financing Group (IFG)

Morgan Stanley

Role Overview
Help spearhead the overall expansion of Private Wealth Management’s (PWM) credit offering platform. Design/restructure banking and credit solutions for PWM clients to drive new client acquisition and growth of existing client relationships. Expand the credit offerings to drive overall business results.

Key Responsibilities

Maintain and manage all aspects of credit relationships/portfolios including complex lending and sophisticated credit needs for client growth and cross selling opportunities.

Partner with Sales to identify clients’ needs, conduct client profiling, give recommendation and deliver professional credit solutions to clients and prospect financings or restructurings.

Implement strategies and solutions to achieve credit portfolio growth and meet profitability goals, and to ensure these strategies are executed effectively and efficiently in a risk and regulatory-compliant manner.

Originate credit leads from existing clients and prospects, identify new business opportunities and lead the credit marketing initiatives for HK and SG.

Provide innovative ways to structure loan opportunities, be accountable for loan structuring, negotiation and closing, and to ensure a seamless client experience for any post credit transactions.

Play a leading role in credit documentation, deal analysis, due diligence and credit presentations.

Monitor portfolio risk and market changes, and work with Relationship Managers and Risk to change debt structure/risk ratings in response to changes in risk environment.

Act in accordance with Bank's risk culture, policies and procedures, maintain balance objectives of marketing opportunities and risk.

Requirements:

  • Degree holder in Banking & Finance, Economics, Business Administration, Accounting or related disciplines.
  • Sound knowledge of credit advisory and structuring within PB with minimum 5 to 7 years of relevant experience.
  • Demonstrate strong business development skills in acquiring profitable client relationships and solid sales experience including selling, closing and asking for referrals.
  • Profound understanding of investments and banking concepts including but not limited to credit/lending, loans, asset allocation/portfolio construction, equities and fixed income trading.
  • Knowledge of account maintenance procedures, credit documentation/administration, loan closing procedures and risk/compliance policies.
  • Experience in credit and derivatives transactions and structuring complex transactions.
  • Effective organizing and prioritizing skills, work well under tight deadline.
  • Self-motivated and attention to details.
  • Strong data analytical skills including financial analysis.
  • Excellent communication and interpersonal skills, strong ability in relationship management and teamwork oriented.
  • Good command of English & Chinese, proficiency in written Chinese and fluent Mandarin speaking.

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More job information
Job ref no. CT3119652-01#0666
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 0 year
Career Level
  • Non-management level
Education
  • Degree