Credit Advisor - Global Wealth & Investment Management
Core
Develop new Commercial Real Estate credit relationships with strategic wealth clients, drive funded loan balances and revenue growth, manage existing portfolios, and educate Advisors on solutions and risk appetite.
Role type
Senior Commercial Real Estate Credit Executive (Global Wealth & Investment Management)
Builds
Commercial Real Estate lending products and credit solutions for ultra-high-net-worth clients
Domain
Commercial Real Estate Lending / Global Wealth Management
Required skills
Complex CRE transaction structuring, Sponsor and market assessment, Cash-flow analysis, Portfolio management, Risk mitigation, Regulatory compliance, Credit approval, Deal structuring
Preferred skills
High-net-worth client service, CRE product strategy, Lending policy development, Process improvement, Professional training
Technologies
N/A
Responsibilities
Lead growth of funded loans and revenue while mitigating risks; Develop and sustain relationships with market leadership, Advisors, and clients; Evaluate complex CRE transactions across sponsor strength, collateral, market conditions, and structure; Monitor assigned markets and portfolio segments for emerging risks and asset-quality trends; Partner with Product and Underwriting leadership on policy, process, and training improvements.
Seniority
Senior, hands-on IC with strategic influence