Corporate Banking Portfolio Manager
Wells Fargo
Hong Kong, Central and Western District
1天前

Job Description

  • Responsible for originating and credit management. Onboard customers and complete bookings.
  • Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements.
  • In collaboration with the Relationship Manager, the PM is responsible for end-to-end development of a credit origination, including creating term sheets, conducting vetting & due diligence, structuring, underwriting, presenting for approval, documenting legal, and managing credits within the assigned portfolio.
  • Typically works in complex deals, has client interaction, and provides support in managing the portfolio with frequent and real-time updates.
  • This includes researching industry trends and the analysis of the financial performance of individual customers.

  • Works with clients directly to understand credit needs and represents the bank in developing and maintaining client relationships.
  • Continuously looks for opportunities for revenue generation and cross-selling products and services.
  • Training, supervising and mentoring of credit analysts, junior relationship managers and junior portfolio managers.
  • Periodically assist with or lead key risk management projects and support.
  • Market Skills and Certifications

  • University degree or equivalent
  • Demonstrated ability to lead complex credit underwriting through the highest level of the approval process on an independent basis.
  • The underwriting process includes for new deals, amendments, waivers, renewals, rating changes, etc.

  • Credit and operating exposure such as various loan products (line of credit, prorata syndication, letter of credit, bridges, M&A financing, term loan B), syndications, receivable financing, trade financing, hedging (FX, rates, commodities, futures clearing, swaps) and cash management.
  • Review of loan documentation, bond indentures and ISDAs.
  • Provide deep dive analysis and teach-ins on industries and fundamentals of a company.
  • Strong analytical skills and detailed knowledge of accounting standards in multiple jurisdictions.
  • Proven ability to analyze financial statements, develop projection models and communicate findings in a concise manner for large, complex multinational clients.
  • Strong interpersonal skills (actively participate in internal and client meetings), written analysis and presentation skills, and sound analytical thinking.
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