Senior Officer / Manager - Investment Finance Documentation
Core
Prepare, review, and finalize credit and security documentation (Lombard, Mortgage, Insurance, Single Stock) for Private Bank clients, ensuring terms are correctly reflected and documents are ready for client issuance.
Role type
Senior IC investment finance documentation specialist
Builds
Credit and security documentation packages for Private Bank clients
Domain
Banking / Private Banking / Investment Finance
Required skills
Credit documentation preparation, Mortgage and Lombard documentation, Single Stock documentation, Legal opinion management, Document verification and signature validation, Charge registration, Stakeholder negotiation, Template maintenance
Preferred skills
Private Bank business understanding, Independent work, Initiative
Technologies
N/A
Responsibilities
Prepare credit & security documentation based on approved parameters; Ensure all approved terms are correctly reflected in the documents; Liaise with legal and compliance stakeholders to negotiate clauses and protect the Bank's interests; Obtain/renew/maintain master legal opinions for existing and new jurisdictions; Maintain templates of all credit & security documents.
Seniority
Senior, hands-on IC