West Coast Lending Advisory Lead for UHNW Solutions

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 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.