Senior Private Bank Associate, Credit
Core
Senior credit professional providing portfolio management, underwriting, and risk analysis for personal and commercial lending within a private banking context.
Role type
Senior Private Bank Associate, Credit
Builds
Lending and deposit portfolios, credit facilities, and account structures for clients.
Domain
Financial Services / Private Banking / Credit Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Credit underwriting, loan structuring, risk assessment, portfolio monitoring, regulatory compliance, security collateral management, financial analysis, client relationship support, process optimization.
Preferred skills
Funding specialist or credit underwriting specialization, commercial loan experience, fraud detection, audit management.
Technologies
Banking core systems, credit risk frameworks, regulatory reporting tools, dashboarding platforms.
Responsibilities
Prepare new business proposals and client presentations; analyze credit applications and make underwriting recommendations; monitor loan portfolios and ensure timely drawdowns; manage security collateral and covenant tests; conduct risk, financial, and profitability assessments; design and produce performance reports and dashboards; ensure adherence to banking policies, regulations, and ethical guidelines.
Seniority
Senior, hands-on IC