Senior Banking Advisor
Core
Senior Banking Advisor applies banking and credit expertise to help high-net-worth individuals and families navigate complex financial needs, delivering tailored banking, lending, and treasury solutions as part of a broader wealth strategy.
Role type
Senior IC banking advisor
Builds
Tailored lending and financing strategies for high-net-worth clients
Domain
Wealth management and corporate banking
Required skills
Banking and credit expertise, Lending and liquidity strategy, Relationship management, Financial solution structuring, Negotiation, Complex financial concept explanation
Preferred skills
College or University degree, Industry experience
Technologies
None stated
Responsibilities
Build and deepen client relationships to expand banking engagement, Advise clients on complex banking and credit needs, Structure and deliver customized credit solutions, Collaborate across teams to deliver seamless client solutions
Seniority
Senior, hands-on IC