Credit Advisor, Global Wealth & Investment Management

Bank of America Merrill Lynch

Beverly Hills, CA, US
Base: $126,400.00 - $267,500.00 annualized; bonus:...
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10 plus years commercial credit experience
Strong oral and written communication skills
Ability to structure complex loan solutions
** Bank of America Merrill Lynch is seeking a Credit Advisor for their Global Wealth & Investment Management division, focusing on developing credit relationships with ultra-high-net-worth clients. The role requires extensive experience in commercial credit and wealth management, emphasizing client-centric solutions and collaboration across teams. **

Job Summary

  • The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients and driving funded loan balance growth.
  • This position requires partnering with Advisors, Underwriting, Risk, and Portfolio Management to deliver seamless client experiences and maintain asset quality within risk appetite limits.
  • Employees are eligible for an annual discretionary award based on individual performance, line of business contributions, and the overall success of the Company.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Credit Advisor for their Global Wealth & Investment Management division, focusing on developing credit relationships with ultra-high-net-worth clients. The role requires extensive experience in commercial credit and wealth management, emphasizing client-centric solutions and collaboration across teams. **

Salary

Base: $126,400.00 - $267,500.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 10 plus years commercial credit experience
  • Strong oral and written communication skills
  • Ability to structure complex loan solutions
  • Experience with UHNW client portfolio management
  • Conduct preliminary loan viability analysis

Nice-to-have

  • Thought leadership in credit structuring
  • Inclusive workplace culture commitment
  • Collaboration with underwriting and risk teams
  • Educational capability for advisors
  • Competitive deal structuring expertise

Key Requirements

  • 10 plus years of commercial credit or wealth management credit experience
  • BS degree / MBA preferred
  • Strong credit skills in commercial and UHNW sectors

Work Rights

Not specified

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