Wealth Management Credit Risk Due Diligence

Description

Join a team where your expertise shapes the future of credit risk management. As a Wealth Management Credit Risk Professional, you’ll collaborate with industry leaders dedicated to maintaining the highest standards of risk integrity. Your insights will directly influence key decisions and foster a culture of proactive risk identification. We value your voice and empower you to contribute to best-in-class practices. Be part of a safe, inclusive, and high-performing environment where your impact matters.

As a Wealth Management Credit Risk Professional in our Due Diligence team, you help ensure the integrity and effectiveness of our credit risk processes. You will work alongside experienced professionals who are committed to upholding the highest standards of risk management. You will have the opportunity to influence key decisions, contribute to a culture of proactive risk identification, and support the ongoing development of best-in-class risk practices. Together, we create a safe, inclusive, and high-performing environment where your voice matters.

Job Responsibilities

Conduct independent due diligence reviews of credit proposals, ensuring adherence to firm policies and regulatory requirements

Identify, categorize, and escalate exceptions and errors, ensuring timely remediation and clear communication with stakeholders

Analyze client documentation and credit data to validate accuracy of grading, collateral, and risk assessments

Participate in targeted reviews and special projects as directed by senior risk leadership

Collaborate with team members to identify emerging trends, process gaps, and opportunities for improvement

Prepare and deliver clear, actionable reports and presentations for senior leaders and stakeholders

Engage in ongoing training and professional development to maintain subject matter expertise

Foster a culture of proactive risk management and continuous improvement within the team

Contribute to cross-functional initiatives and regulatory or policy projects as needed

Required Qualifications, Capabilities, and Skills

Bachelor’s degree in Finance, Business, Economics, or Relavent Experience

Minimum 6 years of experience in credit risk, credit analysis, or a related risk management function

Demonstrated knowledge of credit risk principles, policies, and regulatory requirements

Strong analytical and problem-solving skills, with attention to detail and accuracy

Excellent written and verbal communication skills, with the ability to present findings to senior stakeholders

Ability to work independently and as part of a team in a fast-paced, deadline-driven environment

Commitment to maintaining the highest standards of integrity and confidentiality

Preferred Qualifications, Capabilities, and Skills

Experience with wealth management or private banking credit risk processes

Familiarity with global regulatory frameworks and cross-border credit risk considerations

Experience conducting quality reviews or credit assessments in a financial services environment

Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, or similar platforms)

Experience with process improvement or project management in a risk function

Strong interpersonal skills and ability to influence across functions and levels

Demonstrated ability to proactively identify and mitigate emerging risks