Credit Advisor

2 weeks ago

Melbourne, Australia LGT Crestone Wealth Management Full time

Min Experience- 7+ yearsYour team
- LGT Crestone’s Credit function supports our business growth and profitability ambitions with a strong focus on high-quality credit transactions that are managed with a prudent risk appetite.
- Our Credit team is part of LGT Group’s Financing department which is comprised of a global but close-knit team of passionate credit professionals dedicated to the providing excellence in financing, execution, process and solution engineering to our clients.

Your Role
- Guide and support Investment Advisers with information regarding the credit offering.
- Analyse and assess credit requests brought forward by Investment Advisors, structure optimal credit solutions and respond to related enquiries.
- Evaluate and provide initial feedback on the feasibility of credit enquiries with special requirements and advise front line staff on how credit transactions could be structured to fit with risk appetite.
- Approve credit transactions that fall within delegated credit authority. Outside this, escalate and submit credit transactions to the appropriate higher credit competence levels.
- Execute approved transactions including documentation and perfection of security.
- Maintain a consistently high level of awareness around any potential credit issues and work towards resolving such issues.
- Review daily credit violation report, monitor margin call accounts as well as effectively managing such margin calls.
- Monitoring and reporting of credit portfolio risk including conducting of stress-tests and reporting to management.
- Manage non-performing loans (if any), including periodic reporting to the regulators.
- On a day-to-day basis, provide guidance and advice to Credit team members on all credit related matters.
- Assist and support enhancements to existing credit policies and processes in compliance with group policies and local regulatory requirements.
- Conduct on-going training to front office staff with respect to the overall credit offering including coaching/training of new employees.
- Assist in credit related projects and user acceptance testing (UAT) from time to time

Your skills & experience
- A 7-10 year track-record in a credit risk or lending management role within private banking or wealth management
- Solid knowledge of international and Australian financial markets
- Strong understanding of private banking business offerings, investments and banking products
- Good knowledge of investment and portfolio management including a good understanding of the risks across multiple asset classes including private markets
- Solid understanding of the other financial and non-financial risks, e.g. Market, Liquidity, Operational, Compliance, Legal and Reputational.

Your role competencies
- Supports a culture of trust, ownership & pride
- Self-motivated professional with positive attitude
- Highly committed, willing to go the extra mile
- Accurate, diligent and independent, able to prioritise
- Continuously strives to develop own professional and technical expertise
- Strong proficiency in Microsoft Excel, Word, Power Point and ideally, Sharepoint and Teams.
- Experience using Avaloq is desirable and understanding of Bloomberg, Market Map or IRESS would be value-add.
- Aims to create added value for clients and other stakeholders
- Acts proactively on changes and sources for new opportunities
- Strong analytical skillset to identify problems, draw conclusions and recommend solutions.
- Decisive, takes ownership and drives results, works well under pressure
- Ability to innovate, challenging status quo
- Highly collaborative, shares information and works respectfully with others, participates and supports actively within the team
- Acts professionally, reliable and with integrity at all times
- Excellent communication skills, communicates clearly, openly and listens actively
- Fosters a culture of feedback, curious and constructively challenges ideas
- Coach, develops and empowers people

Your qualifications
- A bachelor degree in Banking and Finance, Accounting, Economics, Business or equivalent
- A post-graduate degree or CFA / FRM qualification would be well regarded

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