UHNW Lending Specialist

UBS • Los Angeles, CA

225d • $225,000 - $275,000

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 UHNW Lending Advisory Team is a banking team consisting of UHNWI Lending Advisors that shall partner with Senior Wealth Management Bankers to drive banking production adoption with Financial Advisors and Private Wealth Advisors with a focus on Tailored Lending.

Requirements

• Bachelor's degree (required); Advanced degree preferred.
• Minimum 7-10 years' experience in financial services, UHNW lending origination and credit analysis in private or commercial banking.
• Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment.
• Completion of formal credit training strongly preferred.
• Expert knowledge of credit products, securities based loans, high net worth tailored lending products, and private equity.
• Experience in understanding the financial needs of all types of clients.

Nice To Haves

• Ability to develop and coordinate activities of junior team members.
• Demonstrate creativity and intelligent solutions in structuring sophisticated client transactions.
• Balance revenue expectations with risk requirements of firm to ensure client and firm's interests are met.
• Ability to tactfully and professionally decline transactions while maintaining FA and client relationships.
• Possess excellent oral and written communication skills and presentation skills.
• Detail orientation with exceptional analytical skills.
• Ability to multi-task; meet deadlines and manage Financial Advisor and client expectations.
• Good collaboration skills in a team-oriented environment.

Responsibilities

• Be a solution specialist for Tailored Lending.
• Partner with Senior Wealth Management Banker and Private Wealth Advisor to increase adoption of banking lending products and solutions.
• Establish a reputation of execution and excellence while maintaining confidence of the Private Wealth Advisor, Senior Wealth Management Banker and Firm Management.
• Profile HNW client base, identify and analyze business opportunities and build lending product awareness.
• Responsible for driving growth across Tailored Lending and Private Equity.
• Develop creative and intelligent solutions while advising on client transactions and offering constructive alternatives.
• Interview prospects & clients in joint meetings with Senior Wealth Management Bankers and Private Wealth Advisors.
• Pre-screen appropriate transactions and communicate with Senior Wealth Management Bankers and Private Wealth Advisors regarding opportunities.
• Manage expectations through active communication with Wealth Management Bankers and Private Wealth Advisors.

Benefits

• Discretionary incentive compensation.
• Flexible working options when possible.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree