Credit Advisor, Private Bank

We are partnering with a regional private banking platform to identify an experienced Credit Advisor to support its wealth financing business, with a primary focus on Lombard Lending for HNW and UHNW clients.

Key Responsibilities

• Partner with Relationship Managers to structure and deliver wealth financing solutions
• Advise on Lombard Lending and other financing solutions for HNW/UHNW clients
• Conduct credit analysis, collateral reviews and risk assessments
• Prepare and present credit proposals for approval
• Work closely with Credit Risk, Legal, Compliance and Operations teams to execute transactions
• Perform ongoing portfolio reviews and credit monitoring
• Support business initiatives and process enhancement projects

Requirements

• Degree in Banking, Finance, Business, Accountancy or related discipline
• Minimum 8 years of Private Banking experience
• Experi...