About the role
FinEx AI summary
This role involves conducting credit assessments for wealth management clients, reviewing credit terms in margin and derivatives agreements, and monitoring credit exposures. Responsibilities include evaluating margin rules, preparing reports, updating risk policies, and performing stress tests. The candidate should have 1-8 years of relevant experience and a strong understanding of financial products.
Core skills
credit assessmentmargin loanstructured productsOTC derivativesrisk managementfinancial markets