Credit Manager, Private Wealth Management Lending

Posted last week

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About the role

  • Credit Manager responsible for managing complex credit books for high net worth clients in Private Banking. Ensuring credit quality and providing guidance on credit requests.

Responsibilities

  • Accountable for ongoing management and administration of complex credit book in Private Banking
  • Analyze and understand client financial information and assess relative strength against credit request
  • Prepare credit applications and partner with Wealth Risk Management
  • Manage existing complex credit book, focusing on expiries
  • Provide credit structuring guidance to Private Banking Advisors
  • Support leadership team in preparation of deal summaries on large credit requests
  • Active engagement within Private Banking office, ensuring awareness of credit policy

Requirements

  • Bachelor's degree from a recognized post-secondary educational provider, preference for business and/or finance
  • Solid working knowledge of main credit principles for personal lending, high net worth clientele
  • Solid working knowledge of main credit principles for commercial lending
  • Knowledge and experience reading/interpreting/analyzing financial statements
  • Knowledge of high net worth financial/estate planning concepts
  • Strong computer literacy, including proficiency in Microsoft Office suite

Benefits

  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers social recognition program

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridVancouverCanada

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