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View all the latest job opportunities in the Philippines. Write a new chapter in your career with Robert Walters today.
See all jobsTogether, we’ll map out career-defining, life-changing pathways to achieve your career ambitions. Browse our range of services, advice, and resources.
Learn moreWe understand that no two organisations are the same. Find out more about how we've customised our talent solutions to help clients across South East Asia meet their needs.
Read moreOutsourcing
Talent advisory
Whether you’re seeking to hire talent or a new career move for yourself, we have the latest facts, trends and inspiration you need.
See all resourcesSince our establishment in 2016, our belief remains the same: Building strong relationships with people is vital in a successful partnership.
Learn moreWork for us
Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters
Learn moreTruly global and proudly local. Speak to us today on your recruitment, outsourcing and advisory needs.
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This role is pivotal in providing clients with access to the Bank's Credit Facilities against investments. You will manage and monitor accounts to ensure a robust loan portfolio, generate additional income for the bank through interest income, and liaise with subsidiaries and affiliates for clients' funding requirements outside of margin loans. This is an opportunity for someone with dependable credit evaluation and a comprehensive understanding of loan facilities and structures.
Salary: Competitive and based on experience
Location: Makati
Keywords: Lending, Officer, Banking, Credit Facilities, Loan Portfolio, Account Management
Our client is seeking a highly skilled and experienced Wealth Lending Head - Wealth to join their team. This role is primarily responsible for providing clients with access to the Bank's Credit Facilities against investments (margin loans). The successful candidate will manage and monitor accounts to ensure a healthy loan portfolio, generate additional income for the bank through interest income, and coordinate with subsidiaries and affiliates for clients' funding requirements outside of margin loans. This is an excellent opportunity for someone with strong interpersonal skills, good credit evaluation and analytical abilities, and a deep understanding of loan facilities and structures.
What you'll do:
As the Head of Lending Officer, your primary role will be to provide clients with access to the Bank's Credit Facilities against investments. You will be responsible for soliciting, developing, and originating new deals from both existing and prospective clients. Your keen eye for detail will be crucial in evaluating client’s existing holdings/investments to determine the loanable values in line with Bank policies. You will also collaborate closely with various units within the bank to ensure acceptability of collaterals and compliance with credit policies.
What you bring:
The ideal candidate for the Lending Head - Wealth role will bring a wealth of account management experience, preferably with at least 8 years in a universal or commercial bank. You will have proven experience in doing loans vs. investments and have exposure in dealing directly with Owners or Top Management or Corporations. Your knowledge in loan facilities and structures, mortgage, documentation and pricing will be crucial to your success in this role. Additionally, you will possess good credit evaluation and analytical skills, strong interpersonal communication abilities, and the capacity to interface effectively with strong personalities.
What sets this company apart:
Our client is a leading financial institution that prides itself on its commitment to providing exceptional service to its clients. They offer a supportive work environment where teamwork and collaboration are encouraged. This is an excellent opportunity to join a dynamic team within a company that values hard work and dedication.
What's next:
Ready to take the next step in your career? Apply now!
Apply today by clicking on the link!
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
About the job
Contract Type: FULL_TIME
Specialism: Banking & Financial Services
Focus: Investment Operations
Industry: Banking
Salary: Negotiable
Workplace Type: On-site
Experience Level: Senior Management
Location: Makati
FULL_TIMEJob Reference: 17NZEV-376F4629
Date posted: 20 January 2025
Consultant: Elin Ramos
philippines banking-financial-services/investment-operations 2025-01-20 2025-03-21 banking Makati National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png trueCome join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.