UHNW Lending Solutions Advisor – Growth & Deal Strategy

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

Job summary

A leading financial institution in Chicago seeks a Lending Solutions Advisor to drive lending solution adoption in Wealth Management. This role requires 12+ years of experience in wealth management or commercial lending and focuses on UHNW clients. The advisor will educate and influence financial advisors on complex lending solutions and lead client interactions while coordinating closely with Credit Advisors. Strong interpersonal skills and a Bachelor’s degree are preferred. This full-time position offers a 1st shift schedule.

Qualifications

• 12+ years of experience in wealth management or commercial lending.
• Strong interpersonal and communication skills.
• Proven ability to educate financial advisors.
• Strong understanding of UHNW client needs.

Responsibilities

• Increase advisor engagement through education and client interaction.
• Conduct book reviews to identify lending opportunities.
• Lead initial client calls to discuss lending capabilities.
• Prepare high-level deal memos and coordinate with Credit Advisors.

Skills

Wealth management

Commercial lending

Credit advisory

Business development

Client engagement

Relationship management

Strategic thinking

Credit analysis

Problem solving

Education

Bachelor's degree

Job description

A leading financial institution in Chicago seeks a Lending Solutions Advisor to drive lending solution adoption in Wealth Management. This role requires 12+ years of experience in wealth management or commercial lending and focuses on UHNW clients. The advisor will educate and influence financial advisors on complex lending solutions and lead client interactions while coordinating closely with Credit Advisors. Strong interpersonal skills and a Bachelor’s degree are preferred. This full-time position offers a 1st shift schedule.