Citi Wealth - Lending Advisor - Vice President

Citigroup

San Francisco, California, United States
Base: $157,040.00 - $235,560.00; bonus/equity: dis...
Hybrid
5+ years wealth management experience
Securities-based lending expertise
Credit analysis and structuring skills
The role serves as a dedicated partner to Wealth Advisors to deliver lending solutions that support high-net-worth clients' liquidity objectives

Job Summary

  • The role serves as a dedicated partner to Wealth Advisors to deliver lending solutions that support high-net-worth clients' liquidity objectives.
  • Candidates will drive scaled securities-based loan adoption while maintaining disciplined risk management and regulatory compliance.
  • Citi offers competitive compensation including salary ranges from $157,040 to $235,560 along with comprehensive benefits like medical, dental, vision, and 401(k).

Matching Summary

The role serves as a dedicated partner to Wealth Advisors to deliver lending solutions that support high-net-worth clients' liquidity objectives.

Salary

Base: $157,040.00 - $235,560.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off

Skills & Requirements

Must-have

  • 5+ years wealth management experience
  • Securities-Based Lending expertise
  • Credit analysis and structuring skills
  • High-net-worth client advisory
  • Data-driven pipeline management

Nice-to-have

  • Structured Lending knowledge
  • Strong risk judgment capabilities
  • Excellent communication skills
  • Proactive growth mindset
  • Collaborative team player

Key Requirements

  • Bachelor's Degree required
  • Series 7 and Series 66 licenses preferred
  • Formal credit training program preferred
  • 5+ years in private bank lending or wealth management

Work Rights

Not specified

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