Client Account Manager - Global Family and Institutional Wealth
at UBS
Posted 5 hours ago
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**Client Account Manager - Global Family & Institutional Wealth | UBS** Manage client accounts in Family & Institutional Wealth at UBS. Key responsibilities: Collaborate with credit officer on structured lending transactions, underwrite, and drive risk-aware decision-making. Independently analyze credit risks, liaise with front office, and ensure transactions align with UBS' risk appetite. Lead-intensive due diligence, challenging business teams, and bridging gaps. Perform comprehensive financial analysis on prospective collateralized deals and corporate borrowers. Master financial modeling, create Base and Downside cases, and contribute to senior management credit memos. Assign risk ratings, loss given default, and prepare limit tracking reports.
| Are you someone who enjoys financial analysis and detecting potential risks in structured loan transactions? Do you like working in an environment where empowerment, challenge and excellence are highly valued? We are looking for someone like this to: - Be a Credit Analyst for Structured Collateralized Lending transactions: be involved alongside the Credit Officer in the underwriting, recommendations and the decision-making processes - Independently analyze credit risks and engage with the front office to ensure transactions are consistent with UBS's underwriting risk appetite - Show the ability to work autonomously through the extensive Due Diligence process, identifying key business drivers, specific risk issues, actively challenging during due diligence calls, and highlighting any information gaps to the business teams - Perform fundamental financial analysis for prospective collateralized transactions and corporate borrower's (covering financial, commercial, legal, tax, environmental & structuring) - Demonstrate full understanding of financial modelling, working on the production of Base and Downside cases ensuring that they reflect all key drivers and the due diligence findings - Contribute actively to a written credit memo for CRC Senior Management - Assign risk ratings and loss given default designation, prepare reporting deliverables to track limit utilization | Show more Credit Analyst - Structured Lending |
