Loan Originator – Wealth Management
Core
Source and structure financing opportunities for high-net-worth individuals, family offices, and mid-sized corporates within a wealth management platform.
Role type
Senior Loan Originator (Structured Credit)
Builds
Senior secured, mezzanine, asset-backed, and cash flow financing solutions
Domain
Wealth Management / Structured Lending
Required skills
Structured lending origination, relationship management, negotiation, financial structuring, regulatory compliance
Preferred skills
Mandarin or Cantonese proficiency, regional market knowledge (Greater China)
Technologies
N/A
Responsibilities
Originate structured loan opportunities through professional networks, provide tailored financing solutions, collaborate with wealth advisors on client strategies, maintain long-term client relationships, partner across offices for transaction execution, ensure regulatory compliance
Seniority
Senior, hands-on IC
