Underwriting Associate Trade Finance

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Swiss RE Full time

About the Role
You have made first experience in transaction administration and client servicing in finance area, possess strong interpersonal skills and enjoy direct client contact?

This might be your next challenge:
You will be responsible to support underwriters in trade finance.

This includes the timely and accurate handling of client requests and inquiries, as well as the preforming initial screening of standardized trade finance transactions, support by some underwriting tasks such as drafting of underwriting memos and credit committee proposals.


In particular your responsibilities will include the following:

  • Closely interact and coordinate with internal stakeholders in Operations and Underwriting located in various regions and markets, as well as with external stakeholders such as clients, brokers
  • Process and administer client inquire in systems and tools, including performing initial screening of trade finance transactions and issuing of documents administration throughout their entire lifecycle
  • Support the underwriting and renewal processes in data quality check, prepare policies and other documents, such as risk agreement.
  • Coordinate with other team members globally to ensure client service to our global trade finance clients.
  • Analyze and identify premium and fee discrepancies and determine appropriate adjustment measures.

About the Team


Credit & Surety Operations is an emerging team transforming into a trusted partner, closely collaborating with the global Credit & Surety business teams.

With passion, as well as our service and customer orientation we strive for high customer satisfaction and help the business to achieve its profitable growth aspiration.

Our team is spread across many locations in Europe, Asia Pacific, as well as North and Latin America.

The Operations team servicing trade finance transactions is embedded in an expert network across the regions Europe, Asia Pacific, as well as North and Latin America.

Our team is continuously improving and evolving the Operating Model and is striving to standardize and improve the processes.

About You


You are aware of the importance of clients, understand their needs and are passionate to work with them in order to meet or exceed their expectations.

You like to take personal ownership for your day-to-day responsibilities, do not need close supervision and are able to set the right priorities in the context of the business.

You are a true team player, are passionate in sharing your expertise and help others. Building and maintaining effective working relationships with peers, both internally and externally is easy for you.

You perceive change as an opportunity rather than a threat and enjoy shaping the future. You always look for opportunities for improvement and develop practical solutions. Obstacles cannot stop you, but let you find ways to overcome them.

  • Education_
  • Completed commercial education preferably banking specialist or bachelor studies in economics or law
  • Associates Degree or job experience equivalent
Relevant professional experience

  • You have obtained first experience in bank or insurance area.
  • It is a plus if you have experience with credit insurance product or trade finance transaction processing
  • Previous experience in client facing role preferably in finance environment.
  • Basic knowledge and understanding of trade finance and guarantee business
  • Basic knowledge on sanctions and AML procedures, commercial and company law, UCP600, URDG75
  • Linguistics_
  • Proficiency in English language, reading, written and verbal, is a must.
  • Additional languages are a plus
  • Technical Competencies_
  • Demonstrate good computer skills and experience with Microsoft Office especially excel. SWIFT messages for documentary business a plus
  • Demonstrate competency in intermediate level math, administrative and clerical procedures including handling files and records, general economic and accounting principles, and processes for providing customer service
  • Excellent reading comprehension, verbal and written.
  • Occasional travel may be required to attend meetings, seminars, and programs to learn about new processes and guidelines, learn new skills, and stay updated with the team supported.

About Swiss Re Corporate Solutions
Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime.

Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative insurance solutions to large and midsized multinational corporations from our approximately 50 locations worldwide. We help clients mitigate their risk exposure, whilst our industry-leading claims service provides them with additional peace of mind.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinki

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