Wealth Lending Advisor – Vice President

Job not on LinkedIn

🕒 May 12

🏢🏡 San Francisco – Hybrid

💵 $157k - $235.6k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 35%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Citi

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1812

🏦 Banking

💸 Finance

💳 Fintech

💰 Post-IPO Equity on 2018-05

Banking • Finance • Fintech

Citi is a global financial services company that provides a wide range of banking, financial, and investment services to consumers, corporations, governments, and institutions. With a strong presence in over 100 countries, Citi offers services including consumer banking, credit cards, and wealth management, as well as corporate and investment banking services that cater to the diverse needs of its clients.

📋 Description

• Partner with CGCPC Wealth Advisors to integrate lending solutions into their books of business through strategic engagement and opportunity reviews • Join regional advisor team meetings, as well as client and prospect meetings to position lending as a tactical component of holistic wealth and capital management • Guide clients to appropriate loan structures, terms, and strategies aligned with their liquidity, investment, and risk objectives • Act as the first line of control and subject‑matter expert for regional lending activity • Drive efficient, high‑quality execution by managing timelines, expectations, and communication across clients, Advisors, and internal partners • Identify lending opportunities using data‑driven insights, portfolio analytics, and proactive client segmentation • Monitor market trends, competitive dynamics, product gaps, escalating insights and opportunities to Wealth Lending leadership • Provide ongoing education on lending solutions, sales strategies, and best practices. • Build awareness of lending capabilities across Citi Wealth, with particular focus on SBL and Structured Lending • Establish a reputation for execution excellence, strong risk judgment, and trusted partnership with Wealth Advisors, regional managers, and Underwriting and Risk partners • Maintain responsibility for a healthy, compliant regional loan portfolio, ensuring adherence to regulatory, credit, and control standards

🎯 Requirements

• 5+ years’ experience in wealth management or private bank lending, including origination, structuring, and credit analysis • Demonstrated experience advising Affluent, HNW, and UHNW clients on lending solutions • Strong expertise in Securities‑Based Lending along with a general understanding of Structured Lending and complex collateral preferred • Ability to advise clients on optimal loan structures and think creatively in delivering market leading solutions • Solid understanding of financial markets, investments, and wealth management • Data‑driven, strategic approach to opportunity identification and pipeline management • Strong credit acumen with disciplined risk judgment • Comfort operating in a fast‑paced, growth‑oriented, regulated environment • Excellent oral and written communication skills • Strong initiative, accountability, and collaboration • Desire to drive growth in a dynamic business • Completion of a formal credit training program preferred • Bachelor’s Degree required (or equivalent experience)

🏖️ Benefits

• medical, dental & vision coverage • 401(k) • life, accident, and disability insurance • wellness programs • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays