Senior Private Banking Credit Advisor – Hybrid

HSBC; California; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism program

Matching gift program

Sustainability initiatives

Job summary

HSBC Private Banking in Beverly Hills, CA seeks a Senior Credit Advisor to be the go-to expert on credit and risk-based products for Private Banking clients. You will identify, structure, negotiate, and underwrite new credit opportunities, and support relationship managers with real-time, client-focused solutions.

Experience in underwriting a wide range of credit products for Private Banking, client-facing with HNW clients, and proficiency in credit analysis and MS Office are essential.

Qualifications

• Underwrite from start to finish across diverse credit products.
• Demonstrate client-facing experience with Private Banking high net worth clients.
• Prepare credit memos covering transaction overview, structure, covenants, collateral and risk.

Responsibilities

• Identify, structure, negotiate, and underwrite new credit opportunities.
• Build trust with clients and provide real-time creative credit solutions.
• Handle risk and portfolio management with credit products.

Skills

Underwriting end-to-end

HNW client facing

Credit memos

Tools

Microsoft Office

Job description

HSBC Private Banking in Beverly Hills, CA seeks a Senior Credit Advisor to be the go-to expert on credit and risk-based products for Private Banking clients. You will identify, structure, negotiate, and underwrite new credit opportunities, and support relationship managers with real-time, client-focused solutions.

Experience in underwriting a wide range of credit products for Private Banking, client-facing with HNW clients, and proficiency in credit analysis and MS Office are essential.