Indosuez Wealth Management

Associate Director, Credit Administration M/F

Indosuez Wealth Management  •  Hong Kong, HK (Onsite)  •  5 hours ago
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Job Description

General information

Entity

About Indosuez Wealth Management in Asia

Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of

CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.

By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Reference

2026-117286

Publication date

09/11/2026

Position description

Business type

Types of Jobs - Risk Management / Control

Job title

Associate Director, Credit Administration M/F

Contract type

Permanent Contract

Expected start date

01/12/2026

Management position

No

Job summary

The Credit Administration is a key member of the lending value chain reporting to the Chief of Staff, Hong Kong, he/she is responsible for preparing, reviewing, legalizing complex/bespoke credit and security agreements for high-net-worth clients and maintaining relevant credit documentation.

Key Responsibilities:

  • Document Preparation: Oversee and preparation of standard Lombard and bespoke credit facilities like life insurance financing, and single-stock / concentrated lending and other structured credit facilities. Templates to be agreed with internal Legal and other miscellaneous documentation tasks where required.
  • Risk & Compliance: Ensure all relevant approval conditions and/or covenants are included in credit documentation.
  • Negotiation: Independently liaise and follow up with internal and external stakeholders (eg. engage internal legal or external solicitors to ensure the perfection of documentation) to ensure timely completion of documentation.
  • Administration/Monitoring/Reporting:
  • Manage status overview for issued documentation and track their return.
  • Ensure any document deficiencies are accurately tracked and escalated.
  • Manage lodgment of completed documentation for timely safekeeping, track for documentation perfection and maintain credit documentation files.
  • Periodic account monitoring, checking of credit limits, where relevant.
  • Perform documentation and other required checks for returned documentation to ensure completeness and accuracy, validate fulfillment of conditions precedent, perfection of collaterals and compliance with internal policies and procedures.
  • Review of legal opinions (where relevant, with internal Legal) to ensure compliance with applicable laws and regulations for documentation requirements.
  • Assist with the review of and update of documentation processes and procedures.
  • Conduct /oversee periodic checks on security documents based on required scope.
  • Provide effective support for credit documentation queries from Front Office.
  • Support the team in regulatory reporting, including Mortgage Data Sharing.
  • Assist with projects, UAT and contribute to the successful delivery and enhancements of systems and processes.
  • Legal and Regulatory: Comply with all applicable legal, regulatory and internal requirements linked to credit documentation. Responsible for credit documentation in Singapore and Hong Kong booking and servicing.

Position location

Geographical area

Asia, Hong Kong

City

29th Floor, Two Pacific Place, 88 Queensway, Admiralty Hong Kong Hong-Kong

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

A bachelor’s degree in finance, business, economics, or any related discipline.

Level of minimal experience

6-10 years

Experience

Minimum of 5 years in Private Banking credit risk, with deep specific knowledge of credit documentation (Lombard, Insurance, Mortgage and Structured lending).

Required skills

  • Good written, communication and interpersonal skills.
  • Ability to prioritize, organize, and work independently.
  • Self-motivated, proactive and able to multi-task and work under pressure.
  • Demonstrate flexibility and willingness to accept new assignments and challenges in a rapidly changing environment.

Technical skills required

  • Good knowledge of regulatory framework in Hong Kong
  • Strong legal interpretation abilities, meticulous attention to detail, and clear communication for dealing with stakeholders as well as team members.

Languages

Proficiency in English and Chinese

Indosuez Wealth Management

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).

With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets.

Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 4,500 people in 16 locations around the world, in Europe, Asia-Pacific, America and the Middle East.

With 215 billion euros in assets under management (as of 31/12/2024), Indosuez Wealth Management is one of the world's leading wealth management companies.

The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital.

In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year.

#WeAreIndosuezGroup #Indosuez #WealthManagement #WealthandBeyond #ArchitectsofWealth #CFMIndosuez #CFM #wealth

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Paris, FR
Year Founded
Unknown
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