Citi Wealth Lending
Core
Lending Advisor providing bespoke borrowing solutions integrated into wealth management goals for UHNW clients across asset classes including private equity, commercial real estate, and bespoke personal assets.
Role type
Senior IC lending advisor (UHNW)
Builds
Bespoke loan proposals and lending solutions for Citi Private Bank, Wealth at Work, Citi Private Client, and Citigold clients.
Domain
Wealth Management / Private Banking / Lending
Required skills
UHNW lending origination, credit analysis, loan structuring, risk-based growth driving, asset class assessment (private equity, CRE, aviation, art), client advisory, negotiation
Preferred skills
Formal credit training, Series 7/66 licenses
Technologies
N/A
Responsibilities
Partner with Private Bankers to identify lending opportunities, advise on bespoke solutions, pre-screen requests with underwriting teams, build lending pipeline, manage client expectations
Seniority
Senior, hands-on IC