UHNW Lending Solutions Advisor

Bank of America; Seattle (WA); On-site; USD 120,000 - 160,000; Full time

Job summary

Bank of America is looking for a Merrill Lending Solutions Advisor in Seattle, WA to enhance lending solutions across Merrill Wealth Management. This client-facing role targets Ultra High Net Worth clients, involving business development, credit activities, and advisor education. With a minimum of 12 years experience in wealth management or credit advisory roles, candidates should exhibit strong communication skills and a solid understanding of custom credit structuring. The role offers a dynamic work environment and the opportunity to influence lending strategies.

Qualifications

• 12+ years of experience in wealth management, commercial lending, or credit advisory roles.
• Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership.
• Proven ability to educate and influence financial advisors on complex lending solutions.

Responsibilities

• Drive growth by increasing advisor engagement and UHNW household penetration.
• Conduct book reviews and one-on-one advisor education sessions.
• Lead initial client/prospect calls to discuss lending capabilities.

Skills

Business Development

Client Management

Loan Structuring

Relationship Building

Active Listening

Credit Analysis

Presentation Skills

Collaboration

Strategic Thinking

Pipeline Management

Problem Solving

Sales Strategy

Education

Bachelor's degree preferred

Job description

Bank of America is looking for a Merrill Lending Solutions Advisor in Seattle, WA to enhance lending solutions across Merrill Wealth Management. This client-facing role targets Ultra High Net Worth clients, involving business development, credit activities, and advisor education. With a minimum of 12 years experience in wealth management or credit advisory roles, candidates should exhibit strong communication skills and a solid understanding of custom credit structuring. The role offers a dynamic work environment and the opportunity to influence lending strategies.