Citi · 2 weeks ago
Wealth Lending – OneCiti Lending Advisor – Director
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$170K/yr - $300K/yr
10+ years expCiti is a leading provider of financial solutions for affluent clients worldwide. The Wealth Lending – OneCiti Lending Advisor – Director will partner with Citi Private Bankers to identify lending opportunities and provide tailored lending solutions across various asset classes, ensuring compliance and excellence in execution.
BankingFinanceFinancial Services
Responsibilities
Establish and maintain a strong partnership with the Citi Private Bank (“CPB”) Banker teams to proactively identify lending opportunities with their clients and prospects through account planning
Join client and prospect meetings with Bankers to raise awareness of the solutions that are available
Advise clients and Bankers on appropriate bespoke lending solutions and drive a culture of excellence in execution in the region
Establish a reputation of execution and excellence in execution for clients
Act as the subject matter expert and first line of control lending opportunities. The Lending Advisors partner with in-business Underwriting team and 2nd line risk to pre-screen requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets
Partner with Citi Wealth Integrated Client Solutions team on loan opportunities for strategic OneCiti clients and prospects
Build and maintain a strong pipeline of lending opportunities as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards
Managing expectations through strong communication with clients and their Bankers
Qualification
Required
10+ years' experience in UHNW lending origination and credit analysis in a private bank
Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives
Experience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles
Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions
Excellent oral and written communication skills
Strong negotiation skills
Strong initiative and interactive approach to problem solving
Detail oriented with strong analytical skills
Strong collaboration skills in a team environment
Desire to drive growth in a dynamic business
Bachelor's Degree required (or equivalent experience)
Preferred
Expert knowledge in Commercial Real Estate, Private Equity and Private Stock financing preferred
Completion of a formal credit training program preferred
Licenses: Series 7, 66 (or 63/65) preferred
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
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-15
2026-01-11
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