Credit Advisor, Global Wealth & Investment Management
Los Angeles, California, United States of America
Full Time
4 hours ago
$126,400 - $267,500 USD
H1B Sponsor
Key skills
Communication
About this role
Role Overview
- Develop new custom credit relationships with strategic wealth clients
- Manage a portfolio of existing credit relationships
- Partner with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment
- Mitigate risks and adhere to regulatory requirements
Requirements
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Strong credit skills (commercial / UHNW)
- Ability to work well with underwriting, risk, and other business partners
- BS degree / MBA
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Industry-leading benefits
- Resources and support for employee impact