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Citi Wealth Advisor

1 month ago

Miami FL USA, United States Citigroup Inc Full time
About the Role

The Lending Advisor is a key member of the CPB team of specialists, acting as a proactive and responsive product advocate for credit. This role requires a strong understanding of financial markets, investments, and banking products, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Establish a reputation of execution and excellence, gaining confidence of CPB Banker teams to fully develop lending opportunities with their clients.
  • Act as the internal sales leader for Structured Lending and Margin credit offerings, liaising with CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is a core part of the CPB offering.
  • Partner with Private Banker teams to profile their client and prospect base, identify and analyze business opportunities, and direct opportunities into the appropriate channel.
  • Deliver credit strategy for the region to clients, developing and implementing best practices and product-specific marketing strategies in coordination with GMM and PB teams.
  • Maximize revenue generation while achieving acceptable minimum return targets, ensuring responsible lending growth.
  • Act as the initial subject matter expert for internal and client inquiries on Private Banking lending products, participating in regional sales and product partner calls on a regular basis.
  • Schedule regular and recurring informational and educational sessions on credit topics with CPB Banker teams to increase awareness and improve knowledge base and lending acumen.
  • Build, promote, and maintain an adequate pipeline of opportunities to meet all Private Banking metrics and targets, including client acquisition, production, balances, revenue, banker participation, units, etc.
Requirements
  • 10+ years of UHNW lending experience
  • Strong and proven analytical, financial structuring, and execution skills
  • Strong marketing and sales skills
  • Good knowledge of financial markets, investments, banking, and loan products
  • Financial and cash flow modeling
  • Excellent communication (written and verbal) and interpersonal skills
  • Ability to work under pressure to tight deadlines
  • Good negotiation skills
  • Strong initiative and interactive approach to problem-solving
  • Displays flexibility and independence in a demanding environment
  • Team player