Head of Lending Advisory, West Coast

Citi; Beverly Hills (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) plan

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi Wealth Lending is seeking an accomplished leader to drive the West Coast Lending Advisor Team from Beverly Hills, CA. You will partner with Citi Private Bankers, structure bespoke loans, and guide senior clients through complex capital strategies.

The role requires deep UHNW lending experience, proven leadership, and a track record of delivering innovative, compliant lending solutions across diverse asset classes. Strong stakeholder collaboration and executive communication are essential.

Qualifications

• 15+ years of UHNW lending experience.
• Experience leading a high performing lending team and a desire to drive growth.
• Strong knowledge of financial markets, investments, banking and loan products.
• Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions.
• Experience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
• Excellent communication (written and verbal) and interpersonal skills.
• Detail orientation with strong analytical skills.
• Ability to work under pressure and deliver within tight deadlines to drive execution for clients.
• Strong negotiation skills.
• Strong initiative and interactive approach to problem solving.
• Displays flexibility and independence in a demanding environment.
• Completion of formal credit training program preferred.
• Bachelor’s degree / University degree required (or equivalent experience)
• Licenses; Series 7, 66 (or 63/65) preferred

Responsibilities

• Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients.
• Mentor and coach team members and collaborate with colleagues across the US and internationally to maintain a high performing culture.
• Build a reputation for execution and excellence in client service.
• Partner with Citi Private Bankers to identify lending opportunities through account planning and client meetings.
• Join client meetings with Bankers to raise awareness of available lending solutions.
• Advise clients and advisors on lending solutions and drive a culture of excellence in execution in the region.
• Understand market-specific products, competitive environment, platform gaps, challenges, and opportunities; coordinate with leadership for cohesive strategy across the Americas.
• Serve as SME and first line of control for internal and client inquiries on lending products; collaborate with underwriting and risk teams.
• Develop and maintain a strong pipeline of lending opportunities to grow the West Coast portfolio while ensuring compliance to control standards.

Skills

UHNW lending

Team leadership

Financial markets knowledge

Lending structuring

Asset class diversification

Complex loan knowledge

Communication skills

Analytical skills

Pressure resistance

Negotiation skills

Independent/problem solving

Credit training

Bachelor's degree

Series 7/66 licenses

Education

Bachelor’s degree / University degree

Job description

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management. We have Lending representation across 8 countries to provide seamless coverage to our Global clients.

Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.

Responsibilities

• Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients.
• Curate a high performing team culture through coaching and mentoring team members and collaboration with colleagues across the US and Internationally.
• Establish a reputation of execution and excellence.
• Create a strong partnership with the Citi Private Bank (“CPB”) Banker teams to proactively identify lending opportunities with their clients and prospects through account planning.
• Join client and prospect meetings with Bankers to raise awareness of the solutions that are available.
• Advise clients and advisors on lending solutions and drive a culture of excellence in execution in the region.
• Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities. Partner with the US & Latam Head of Lending Advisory to ensure a cohesive and effective strategy across the Americas
• Act as the initial subject matter expert and first line of control for internal and client inquires on lending products. The Lending Advisors partner with in-business Underwriting team and 2nd line risk to pre-screen requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets.
• Build and maintain a strong pipeline of lending opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards

Qualifications

• 15+ years of UHNW lending experience
• Experience leading a high performing lending team and a desire to drive growth
• Strong knowledge of financial markets, investments, banking and loan products
• Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions
• Experience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
• Excellent communication (written and verbal) and interpersonal skills
• Detail orientation with strong analytical skills.
• Ability to work under pressure and deliver within tight deadlines to drive execution for clients
• Strong negotiation skills
• Strong initiative and interactive approach to problem solving
• Displays flexibility and independence in a demanding environment
• Completion of formal credit training program preferred
• Bachelor’s degree / University degree required (or equivalent experience)
• Licenses; Series 7, 66 (or 63/65) preferred

Time Type

Full time

Primary Location

Beverly Hills California United States

Primary Location Full Time Salary Range

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right

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