UHNW Lending Specialist

UHNW Lending Specialist

Requirements

• Bachelor’s Degree required; Advanced degree preferred
• minimum 7-10 years’ experience in UHNW lending origination and credit analysis in private or commercial banking
• Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment
• completion of formal credit training strongly preferred
• expert knowledge of credit products securities based loans, high net worth tailored lending products, and private equity
• experience in understanding the financial needs of all types of clients

Responsibilities

• be a solution specialist for Tailored Lending
• partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions with Private Wealth Advisors and Senior Wealth Management Bankers
• establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management
• profile HNW client base, identify and analyze business opportunities and build lending product awareness
• responsible for driving growth across Tailored Lending and Private Equity
• develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives to further enhance overall relationship
• interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors
• pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities
• manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors

Preferred Qualifications

• ability to develop and coordinate activities of junior team members
• demonstrated creativity and intelligent solutions in structuring sophisticated client transactions
• balance revenue expectations with risk requirements of firm to ensure client and firm s interests are met
• ability to tactfully and professionally decline transactions while maintaining FA and client relationships
• possess excellent oral and written communication skills and presentation skills
• detail orientation with exceptional analytical skills
• ability to multi-task; meet deadlines and manage Financial Advisor and client expectations
• good collaboration skills in a team-oriented environment
• this position may require approximately 25% travel