Description

The Wealth Management Portfolio Management team is a newly developed lending services (front office aligned) function aimed at supporting robust risk management, monitoring and analytics on the structured loan portfolio of the WM division, which offers bespoke lending solutions to High Net Worth / Ultra High Net Worth clients globally. The loan portfolio comprises loans secured against real estate (both residential and commercial), listed and unlisted shares, art, aircraft and other collateral types (physical or financial). The division also has a sizeable presence in the Private Capital Fund Financing industry with an active Capital Call Financing (Subscription Finance) and LP / GP financing business.

Integral to such a bespoke lending suite is ensuring high quality assessment, monitoring and maintenance of a sizeable book with complex collateral types. The Head of the PM Services team is responsible for managing multiple analyst and reporting...