Senior Banking Advisor
Core
Develops and manages complex wealth management client relationships across banking, credit, and treasury management, focusing on new business development and structuring financing solutions.
Role type
Senior IC banking advisor (wealth management)
Builds
Complex loan and lease agreements, financing structures, and strategic business initiatives for sophisticated clients.
Domain
Banking, Wealth Management, Commercial Lending
Required skills
Complex relationship management, Structuring and negotiating financing solutions, New business development, Strategic business initiative execution, Subject matter expertise in banking/credit/treasury, Cross-selling investment and fiduciary solutions, High-level operational execution, Committee engagement
Preferred skills
Advanced knowledge of banking industry and competitive landscape, Working knowledge of investments and trust concepts, Leadership and sales skills, Ability to interpret business challenges and recommend best practices
Technologies
N/A
Responsibilities
Identify prospects and execute targeted marketing strategies, Structure and negotiate complex loan/lease agreements, Analyze and negotiate loan terms (pricing, interest rates, swaps), Advise clients on Goals-Driven Wealth Management, Generate leads through centers of influence (COIs), Provide comprehensive consulting to partners and teams, Lead others in solving complex problems
Seniority
Senior, hands-on IC