Credit Advisor - Global Wealth & Investment Management
Core
Client-facing role developing custom credit relationships and managing loan portfolios for ultra-high-net-worth clients in the Private Bank.
Role type
Senior IC credit advisor (Private Bank)
Builds
Custom credit solutions and funded loan balances for strategic wealth clients
Domain
Banking / Wealth Management / Commercial Credit
Required skills
Commercial credit expertise, Loan structuring, Deal negotiation, Portfolio management, Risk analysis, Client relationship management, Regulatory compliance, Financial modeling, Business development, Strategic planning
Preferred skills
Structuring loans secured by commercial real estate, securities, or alternative assets (artwork, yachts, private equity)
Technologies
Financial modeling tools, Credit analysis software
Responsibilities
Lead growth of funded loans and revenue while mitigating risks, Develop and sustain relationships with market leadership and clients, Structure highly customized credit solutions for UHNW clients, Educate partners on platform capabilities and risk appetite, Collaborate with underwriting and risk teams to deliver seamless client experience, Maintain asset quality within risk appetite limits
Seniority
Senior, hands-on IC