Head of Lending Advisory, West Coast

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’sbroader Wealth Managementgoals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management.  We have Lending representation across 8 countries to provide seamless coverage to our Global clients.  

Lending Advisors provide advice across avariety of asset classes ranging from complex marketable securitiesloans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. 

Responsibilities include: 

• Lead the West CoastLending Advisor Team in establishing and executingthe expansion strategy across the region to deliver creative solutions to clients.   

• Curate a high performing team culturethrough coaching and mentoring team members and collaboration with colleagues across the US and Internationally.  

• Establish a reputation of execution and excellence.  

• Create a strong partnership with the Citi Private Bank (“CPB”) Banker teams toproactivelyidentifylending opportunities with their clients and prospects throughaccount planning. 

• Joinclient and prospect meetings with Bankers to raise awareness of the solutions that are available.  

• Advise clients and advisors onlending solutions and drive a culture ofexcellence in execution in the region.  

• Understand and articulate the market specific products, competitive environment,platformgaps, challenges, and opportunities.  Partner with the US& LatamHead of Lending Advisory toensure a cohesive and effective strategy across theAmericas 

• Act as the initial subject matter expertand first line of controlfor internal and client inquires on lending products.   The Lending Advisors partner with in-business Underwriting team and 2nd line risk to pre-screenrequests and structure bespoke loan proposals thatmeet the client need while managing overall Firm targets.  

• Buildand maintaina strongpipeline oflendingopportunities togrow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards  

Qualifications: 

• 15+ years of UHNW lending experience 

• Experience leading ahighperforminglendingteam and a desire to drive growth  

• Strong knowledge of financial markets, investments, banking and loan products 

• Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions 

• Experience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. 

• Excellent communication (written and verbal) and interpersonal skills 

• Detail orientation with strong analytical skills.  

• Ability to work under pressureand deliver withintight deadlines to drive executionfor clients  

• Strong negotiation skills 

• Strong initiative and interactive approach to problem solving 

• Displays flexibility and independence in a demanding environment 

• Completion of formal credit training program preferred 

• Bachelor’s degree/ University degreerequired(or equivalent experience)  

• Licenses; Series 7, 66 (or 63/65) preferred 

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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