Underwriter for HNWI

2 weeks ago

London, United Kingdom XB Consultants Full time

Job Description

Underwriter for HNWI Private Bank – London-based position

The mission of the Lending department is to provide credit services including cash management,

transaction banking, treasury and financing products, while preparing all the credit applications

of all the bank’s units.

You will be the main go-to person for Lending in the London Branch to HNWI, not Corporate clients

Main Duties and Responsibilities:

  • Prepare all credit application material for submission to the relevant Credit Committees.
  • Liaise with RM’s to gather all sufficient information for annual reviews, amendments or

new requests.

  • Execute Corporate Banking client’s transactions (FX deals, payments, Letters of Credit,

etc)

  • Update where necessary clients’ legal documentation in liaison with the Account
  • Officers and Client Documentation Unit
  • Monitor the day-to-day clients’ requests and respond in collaboration with the Account

Officers

  • Follow up excesses or discrepancies and necessary measures to be taken for their

coverage in collaboration with the Account Officers

  • Input or update client’s data (KYCP) wherever necessary
  • Assist in the preparation of internal reporting

Requirements:

  • At least a Bachelor Degree or equivalent in Economics, Banking/Finance or Legal. Post

grad degrees will be considered an advantage.

  • Excellent MS Office skills (Excel, Word, PowerPoint)
  • 5 years of experience in Lending/Credit
  • Fluent in English and Greek is a plus
  • MiFID II certification is a plus
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