Credit Advisor - Global Wealth & Investment Management
Core
Client-facing role developing custom credit relationships and managing portfolios for ultra-high-net-worth clients in the Private Bank.
Role type
Senior IC credit advisor (wealth management)
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
Preferred skills
MBA, Commercial real estate lending experience, Alternative asset lending (art, yachts, private equity)
Technologies
Financial modeling tools, Credit analysis software
Responsibilities
Lead growth of funded loans and revenue while mitigating risks, Structure highly customized credit solutions for UHNW clients, Manage ongoing loan portfolio including reporting and covenants, Partner with underwriting and risk teams to deliver seamless client experience, Educate Advisors on credit solutions and risk appetite, Maintain asset quality within risk appetite limits