Credit Advisor, Global Wealth & Investment Management

Bank of America

Beverly Hills, CA, US
Base: $126,400.00 - $267,500.00 annualized; bonus/...
Onsite
10 plus years commercial credit experience
Strong oral and written communication skills
Ability to structure complex loan solutions
Bank of America is seeking a Credit Advisor for its Global Wealth & Investment Management division in Beverly Hills, Los Angeles, and Newport Beach, CA. The role involves developing credit relationships with ultra-high-net-worth clients, driving loan growth, and collaborating with various internal partners to deliver tailored credit solutions

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 leading the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, and Portfolio Management teams.
  • Employees are eligible for an annual discretionary award based on individual performance results and the overall success of the Company.

Matching Summary

Match Score: 85

Bank of America is seeking a Credit Advisor for its Global Wealth & Investment Management division in Beverly Hills, Los Angeles, and Newport Beach, CA. The role involves developing credit relationships with ultra-high-net-worth clients, driving loan growth, and collaborating with various internal partners to deliver tailored credit solutions.

Salary

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

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
  • Knowledge of regulatory compliance requirements

Nice-to-have

  • Ability to work well with underwriting partners
  • Experience structuring loans secured by artwork or yachts
  • Strong business acumen and negotiation skills
  • Proven track record in relationship building
  • MBA degree preferred

Key Requirements

  • 10 plus years of commercial credit or wealth management credit experience
  • BS degree / MBA
  • Strong credit skills (commercial / UHNW)

Work Rights

Not specified

Tailored Resume

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