West Coast UHNW Lending Advisory Lead

Citigroup Inc.; Los Angeles (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

Citi Wealth Lending seeks a senior Lending Advisor to lead the West Coast team and expand coverage for UHNW clients. You will collaborate with Citi Private Bankers to identify opportunities, mentor a high-performing group, and drive a culture of execution excellence across the Americas.

Join client meetings to raise awareness of lending solutions, advise clients and advisors, and build a robust pipeline while ensuring strong risk controls and compliance.

Qualifications

• 15+ years of UHNW lending experience
• Experience leading a high performing lending team
• Strong knowledge of financial markets, investments, banking and loan products
• Licenses: Series 7/66 preferred

Responsibilities

• Lead the West Coast Lending Advisor Team across the region
• Collaborate with Citi Private Bankers to identify lending opportunities
• Meet clients and prospects to raise awareness of lending solutions
• Advise clients and advisors on lending options
• Maintain a strong pipeline and ensure compliance with controls

Skills

UHNW lending

Team leadership

Loan structuring

Credit risk awareness

Negotiation skills

Financial market knowledge

Client advisory

Communication skills

Problem solving

Education

Bachelor's degree

Series 7/66 licensing preferred

Job description

Citi Wealth Lending seeks a senior Lending Advisor to lead the West Coast team and expand coverage for UHNW clients. You will collaborate with Citi Private Bankers to identify opportunities, mentor a high-performing group, and drive a culture of execution excellence across the Americas.

Join client meetings to raise awareness of lending solutions, advise clients and advisors, and build a robust pipeline while ensuring strong risk controls and compliance.