UHNW Lending Specialist

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

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

ability to develop and coordinate activities of junior team members
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 maintain FA and client relationships
good collaboration skills in a team-oriented environment
this position may require approximately 25% travel