Senior UHNW Lending Advisor | Private Wealth

Citi; New York (NY); Presencial; USD 170.000 - 300.000; Jornada completa

Descripción de la vacante

Citi Wealth is seeking a highly experienced IF Lending Generalist in New York to drive UHNW lending opportunities, advise on bespoke structures, and partner with Citi Private Bank teams. This role emphasizes execution excellence, client relationships, and robust credit analysis.

With 10+ years in private-bank lending and a deep understanding of complex asset-backed loans, you will influence loan origination across diverse client assets, including art and aviation, while collaborating across risk

Formación

• 10+ years’ experience in UHNW lending origination and credit analysis in a private bank.
• Ability to advise clients and creatively structure sophisticated solutions.
• Strong negotiation skills and initiative in problem solving.
• Excellent oral and written communication skills.

Responsabilidades

• Establish and maintain partnerships with Citi Private Bank Banker teams to identify lending opportunities.
• Join client and prospect meetings to raise awareness of lending solutions.
• Advise clients and Bankers on bespoke lending solutions guiding execution.
• Act as SME and first line of control; pre-screen requests and structure loan proposals.
• Establish a reputation of execution and excellence for clients.
• Build and maintain a strong lending pipeline aligned with Citi Wealth goals; ensure compliance.
• Manage expectations through clear communication with clients and Bankers.

Conocimientos

UHNW lending origination

credit analysis

client advisory

negotiation

risk-based growth

complex loan structuring

communication

team collaboration

problem solving

relationship management

Educación

Bachelor’s Degree

License: Series 7/66 (preferred)

Descripción del empleo

Citi Wealth is seeking a highly experienced IF Lending Generalist in New York to drive UHNW lending opportunities, advise on bespoke structures, and partner with Citi Private Bank teams. This role emphasizes execution excellence, client relationships, and robust credit analysis.

With 10+ years in private-bank lending and a deep understanding of complex asset-backed loans, you will influence loan origination across diverse client assets, including art and aviation, while collaborating across risk