The Head of Credit Documentation is a key member of the lending value chain reporting to the Chief of Staff, Asia, he/she leads the team responsible for preparing, reviewing, legalizing complex/bespoke credit and security agreements for high-net-worth clients and maintaining relevant credit documentation.
Key Responsibilities:
- Document Preparation: Oversee and preparation of standard Lombard and bespoke credit facilities like life insurance financing, and single-stock / concentrated lending and other structured credit facilities. Templates to be agreed with internal Legal and other miscellaneous documentation tasks where required. (note: Real Estate “RE” mortgage documentation will continue to be covered by RE Line in Credit Structuring Team)
- Risk & Compliance: Ensure all relevant approval conditions and/or covenants are included in credit documentation.
- Negotiation: Independently liaise and follow up with internal and external stakeholders (eg. engage internal legal or external solicitors to ensure the perfection of documentation) to ensure timely completion of documentation.




- Administration/Monitoring/Reporting:
- Manage status overview for issued documentation and track their return.
- Ensure any document deficiencies are accurately tracked and escalated
- Manage lodgment of completed documentation for timely safekeeping, track for documentation perfection and maintain credit documentation files.
- Periodic account monitoring, checking of credit limits, where relevant.
- Perform documentation and other required checks for returned documentation to ensure completeness and accuracy, validate fulfillment of conditions precedent, perfection of collaterals and compliance with internal policies and procedures
- Review of legal opinions (where relevant, with internal Legal) to ensure compliance with applicable laws and regulations for documentation requirements
- Assist with the review of and update of documentation processes and procedures
- Conduct /oversee per

📌 Head of Credit Documentation, Asia M/F
🏢 Indosuez Wealth Management
📍 Asia