UHNW Lending Specialist
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About The Position
Are you interested in joining banking? Banking is seeking a high potential candidate to help grow Ultra High Net Worth lending advisory team serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments. The UHNW Lending Advisory Specialist will drive adoption of Tailored Lending, Private Equity and other lending products by collaborating with Senior Wealth Management Bankers and Financial Advisors/Private Wealth Advisors. The position involves being a solution specialist for Tailored Lending, partnering with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions, establishing a reputation of execution and excellence, profiling HNW client base, identifying and analyzing business opportunities, and building lending product awareness. The role is responsible for driving growth across Tailored Lending and Private Equity, developing creative solutions while advising on client transactions, interviewing prospects & clients in joint meetings, pre-screening appropriate transactions, and managing expectations through active communication.
