India

Business management, administration and support

Global Wealth Management

Your role

• Assist in managing a portfolio of loans to HNW and UHNW clients consisting of various collateral types including but not limited to Marketable Securities, Private Equity, Hedge Funds, LP interests, and Unsecured
• prepare high quality credit presentations within defined periodic review due dates that accurately summarize the loan purpose, terms and conditions, sources of repayment, risks, credit strengths and weaknesses
• apply financial principles, theories, concepts, and techniques to analyze information and loan collateral in accordance with policies, procedures, and industry practice
• keep current on major developments and changes in market and client financial condition to identify and escalate potential negative trends that could lead to the deterioration of credit quality and internal ratings
• continuously monitor and manage the ongoing performance of an assigned portfolio for adherence to financial reporting requirements, covenant compliance, and collateral condition. Make timely recommendations to loan classifications and internal risk ratings and develop remediation plans in conjunction with Senior Managers as required
• Perform QA/QC on loans transitioned from Underwriting to Portfolio Management timely with adherence to strict quality control parameters to ensure systems, trackers, and loan files accurately reflect approved terms and conditions, legal documentation, and file completeness
• maintain and update borrower’s loan data in internal systems and trackers
• participate in the development and ongoing updates to process and procedure documents

Job Reference #

328314BR

City

Mumbai

Job Type

Full Time

Your team

You will be part of the Global Wealth Management Banking Americas Chief Administrative Office.

Your expertise

• university undergraduate degree
• ideally 7+ years of experience in a lending in a regulated environment (preferably within the Private Banking space)
• strong understanding of the HNW/UHNW business or ability to learn quickly
• demonstrated strong risk and program management skills with the ability to demonstrate a control mind-set
• proficiency in Microsoft Office suite of products
• ability to deliver quality results against fast-paced project deliverable deadlines
• experience writing credit presentations, policies, procedures, and responses to audit/regulatory inquiries
• ability to work very well with others as the role requires close coordination with all product, operations, sales, legal, compliance, and support units, as well as external vendors and affiliates
• excellent written and oral communication skills; strong organizational skills
• detail oriented and careful about quality of work
• expert problem-solver
• ability to produce professional-looking presentations and reports

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.