Executing the role of loan agent according to the agreements of syndication loan and club deals, including agency task of loan/facility, in a timely, accurate and effective manner
Checking on the related legal and collateral documents and ensuring all terms and conditions as well as security arrangement are properly documented according to the credit approval
Review credit proposal on the different credit terms, pre-and-post credit condition and responsible for the compilation & delivery of the facility letter to the clients
Ensuring physical collaterals are securely stored and properly registered and discharged
Following up the provision of the various condition subsequence (of credit) from the FO and ensuring the completeness and accuracy of them
Loading & maintenance of facility limit and collateral information in the core-banking and treasury system
Preparation of periodic credit reports for management and HO review
Respond to question from FO and credit w.r.t the various credit related inquiry on need basis
Led, contribute and participate actively various operations process and system improvement project
Client on Boarding & Account Opening
Collect and review all the documentation (constitution and organization) required to on board a party (corporate client, FI, trading counterparty, bond issuer)
Correspond with FO and also compliance and ensure the needed documents are complete, up-to-date and consistent
Ensuring all the documentation are properly filed and accessible as and when it is needed
Creation and maintain the party record in the core-banking system
Respond to questions from FO and compliance w.r.t the various client status inquiry on need basis
Led, participate and contribute to various operations process and system improvement project
Job Requirement:
University graduate in Business/ Engineering discipline with no more than 10 years relevant experience
Sound knowledge in Syndicated Loan (agent and participation), bilateral loan and basic trade finance,
Sound knowledge in Companies ordinance and legal requirements on perfection of loan documents, including HKMA AML/CFT guideline, FATCA, CRS
Hands on experience in T24 and Murex will definitely be an advantage
Good communication (written and spoken) skill in English and preferably also in Putonghua
Able to think macro whilst also able to be work in a micro and detail manner if necessary
Open-minded and willing to embrace new things and changes
Reasonably technology savvy, logical thinking and the capability and drive to resolve problems
Strong personal commitment to delivery
We offer successful candidates an attractive remuneration package and the opportunity to work in a dynamic and exciting environment. To apply please send your CV in English and Chinese with salary expectations by clicking “ Apply Now”.
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Bank of Shanghai Company is a well-established commercial bank in Greater China founded in 1995. The focus of business in Hong Kong is on corporate and investment banking. “With Care, With You” is our service concept. We are committed to providing professional, tailor-made and comprehensive financial services to facilitate enterprises’ investment, operations and trade across the region.