Securities Based Lending Advisor - Dallas

Citi

Dallas, Texas, United States
Base: $114,720.00 - $172,080.00; bonus/equity: dis...
Securities based lending (sbl) product
Support client engagement
Sbl financing solutions
The Securities Based Lending (SBL) Advisor is a seasoned professional role in supporting the delivery of the SBL product across the Americas region for Citi Private Bank

Job Summary

  • The Securities Based Lending (SBL) Advisor is a seasoned professional role in supporting the delivery of the SBL product across the Americas region for Citi Private Bank.
  • Responsibilities include marketing and sale of the SBL Product range, partnering with Lending Advisors on origination activity, and supporting client relationships.
  • The role requires strong technical and communication skills, with an ability to support client engagement, delivers SBL financing solutions, and drives growth of the SBL business.

Matching Summary

The Securities Based Lending (SBL) Advisor is a seasoned professional role in supporting the delivery of the SBL product across the Americas region for Citi Private Bank.

Salary

Base: $114,720.00 - $172,080.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages

Skills & Requirements

Must-have

  • Securities Based Lending (SBL) product
  • support client engagement
  • SBL financing solutions
  • structuring and knowledge of industry products
  • collateral evaluation
  • risk assessment

Nice-to-have

  • strong communication and diplomacy skills
  • coaching and training of new recruits
  • culture of continuous improvement
  • proactive partner with the business

Key Requirements

  • 3-5 years of relevant experience
  • Bachelor's/University degree or equivalent experience
  • Must have relevant work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter