Citi Wealth Lending | Lending Advisor
Core
Lending Advisor partnering with Private Bankers to provide bespoke borrowing solutions and credit analysis for UHNW clients across diverse asset classes including private equity, commercial real estate, and personal assets like aviation and fine art.
Role type
Senior lending advisor (UHNW private banking)
Builds
Customized loan structures and refinancing solutions for high-net-worth individuals and families
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), negotiation, analytical skills
Preferred skills
Formal credit training, Series 7/66 licenses
Technologies
N/A
Responsibilities
Partner with Private Bankers to identify lending opportunities, advise on bespoke loan structures, pre-screen requests with underwriting teams, build lending pipeline, manage client expectations
Seniority
Senior, hands-on IC