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PRIVATE BANKING CREDIT
 
     
  Summary Description  
  The workshop is designed to increase participants’ proficiency levels to address critical private banking risk challenges. It helps build the competencies required to carry out risk management’s day-to-day responsibilities including the required knowledge, skills and mindset of independent risk officers and analysts.  
     
  Methodology  
  Presentations, case studies, group work and classroom discussion  
     
  Target Audience  
  Risk management analysts and officers with experience ranging from beginners to no more than 4 years of experience in job  
     
  Main Topics  
 
Adherence to risk appetite
- Risk culture
- Compliance with credit policy/Recycling advisory council (RAC) guidelines
- Impact of risk rating on capital: return on capital (RoRC) and risk-weighted
  asset (RWA)
Application of bank’s debt rating and scoring models
Investment management process
Identifying and assessing means of repayment (‘ways out’)
- Primary source of repayment (natural and intended)
- Secondary source of repayment (when primary source fails)
Client capital structure evaluation and debt repayment capacity
  Appreciation of valuations and pricing provided by the capital markets,
  and corporate finance solutions and techniques
Collateral and guarantees
- Assessment & Monitoring
- Understanding the practical usage (and limitations) of collateral and
  guarantees in structuring transactions
- Compliance with accounting, regulatory and other collateral management
  policies
Understanding the relationship between credit and other risks: market,
  event, and cross-border
 
       
 
  Duration  
  3 days  
     
   
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