Actively developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors' existing wealth management clients and prospects.
Ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions.
Supporting the flawless delivery of these solutions through a high-touch advisor/client experience.
Establishing new credit relationships with the financial advisors wealth management clients/ prospects.
Supporting/expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk-adjusted returns.
Working with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.

3 years of progressively responsible experience in the job offered or a related finance / banking occupation
Bachelor’s degree or equivalent in Finance, Business Administration, Financial Economics, or related
Prefer 3 years of experience in each of the following: o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients; o Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business; o Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans; o Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and, o Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures.

Credit Officer, Global Wealth & Investment Management

Key skills