Citi
Job Location :
New York,NY, USA
Posted on :
2025-08-16T11:40:41Z
Job Description :
Include: Establish and maintain a strong partnership with the Citi Private Bank (CPB) Banker teams to proactively identify lending opportunities with their clients and prospects through account planning. Join client and prospect meetings with Bankers to raise awareness of the solutions that are available. Advise clients and Bankers on appropriate bespoke lending solutions and drive a culture of excellence in execution in the region. Establish a reputation of execution and excellence in execution for clients. Act as the subject matter expert and first line of control lending opportunities. The Lending Advisors partner with in-business Underwriting team and 2nd line risk to pre-screen requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets. Partner with Citi Wealth Integrated Client Solutions team on loan opportunities for strategic One. Citi clients and prospects. Build and maintain a strong pipeline of lending opportunities as part ...Lending, Director, Wealth, Advisor, Skills, Banking
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