Sydney
Wealth Management
Contract or Temporary

Working within a leading global Wealth Management firm the key function is to assist managing, overseeing and developing the Credit & Margin Lending Frameworks for the firm, as well as identifying, escalating and managing Credit & Market Risks.

The ideal profile will be someoone who has solid data skills (SQL, Python, MS BI Stack) as well as 1st line background and familiar with the Australia Wealth Management industry

Responsibilities:

  • 1st line of defense for Credit & Margin risk of client portfolios. 
  • Review and monitoring of client and margin exposures. 
  • Work closely with Advisory teams to remediate Credit and Margin risk including margin calls, credit limit exceptions. 
  • Assist in the management, analysis and development of the Credit & Margin Lending frameworks. 
  • Promote awareness of risk management best practices. 
  • Partner with functional groups, including Legal and Compliance, Operations, Credit, Investment Solutions, Change and Technology to identify, assess and mitigate business related risks.
  • Contribute to and assist with the preparation of reporting to Credit Risk Committes

Technical/Specialist skills/competencies 

  • Risk Management or Margin Lending experience
  • Strong knowledge of Australian and International Financial Markets and products including knowledge of equities, fixed income, listed and OTC derivatives, structured products, managed/hedge funds and foreign exchange products.
  • High attention to detail and an analytical mindset.
  • Project management and organizational skills. 
  • Must be comfortable working with data. 
  • Data analytics (Power BI, Python, SQL, etc.) skills highly desirable. 

Description of minimum work experience required for this role

  • 5 years of Risk Management or Margin Lending experience from a top tier international firm. 
  • Experience within wealth management, banking environment

Personal Attributes/Interpersonal skills

  • Excellent communication skills both verbal and written.
  • Display a high level of resilience and strong ability to prioritise tasks.
  • Goal-oriented with demonstrated drive and initiative.
  • Proficient at working with local and global stakeholders. 

Apply Now

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