Your role

The Global Wealth Management Banking Americas group offers products and services to UBS Financial advisors and clients to help them meet their financial needs and goals. The products and offerings include loans to High New Worth (HNW) and Ultra High Net Worth (UHNW) clients of the firm. The Credit Risk Manager role is part of the team’s 1st line of defense support.

Support onshore team 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
Assist in preparing 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
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 Type

Full Time

Job Reference #

338377BR

City

Mumbai

Your team

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

Your expertise

university undergraduate degree
ideally 5+ years of experience in a lending in a regulated workplace (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 d

📌 Portfolio Risk Analyst (Mumbai)
🏢 UBS
📍 Mumbai