Citigroup, Inc

Citi Wealth - Lending Advisor, West Coast Lead

Citigroup, Inc • $250K — $500K *
Los Angeles, CA 90011In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 15+ years of ultra-high-net-worth lending experience
  • Proven leadership capabilities in managing a high-performing lending team
  • In-depth knowledge of financial markets, banking, and various loan products
  • Creative problem-solving skills to deliver innovative lending solutions
  • Proficient in assessing and structuring loans secured by diverse asset classes
  • Exceptional communication and interpersonal abilities
  • Detail-oriented with strong analytical and negotiation skills
  • Ability to work effectively under pressure with tight deadlines
  • Completion of formal credit training program preferred
  • Bachelor's degree or equivalent experience required
  • Licenses such as Series 7, 66 (or 63/65) are preferred

Responsibilities

  • Lead and execute the expansion strategy for the West Coast Lending Advisor Team
  • Cultivate a high-performance culture through coaching and collaboration
  • Establish a reputation for execution and excellence within the lending team
  • Develop partnerships with Citi Private Bankers to identify lending opportunities
  • Participate in client meetings to promote available lending solutions
  • Advise clients on lending strategies, emphasizing excellent execution
  • Analyze market specifics and collaborate on cohesive strategies across the Americas
  • Act as a subject matter expert for internal and client inquiries on lending products
  • Build and maintain a strong pipeline of lending opportunities
  • Ensure compliance with internal controls across lending transactions

Benefits

  • Medical, dental, and vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off for vacation and sick leave
  • Paid holidays
Full Job Description
Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management. We have Lending representation across 8 countries to provide seamless coverage to our Global clients.

Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.

Responsibilities include:
  • Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients.
  • Curate a high performing team culture through coaching and mentoring team members and collaboration with colleagues across the US and Internationally.
  • Establish a reputation of execution and excellence.
  • Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending opportunities with their clients and prospects through account planning.
  • Join client and prospect meetings with Bankers to raise awareness of the solutions that are available.
  • Advise clients and advisors on lending solutions and drive a culture of excellence in execution in the region.
  • Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities. Partner with the US & Latam Head of Lending Advisory to ensure a co-hesive and effective strategy across the Americas
  • Act as the initial subject matter expert and first line of control for internal and client inquires on lending products. The Lending Advisors partner with in-business Underwriting team and 2nd line risk to pre-screen requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets.
  • Build and maintain a strong pipeline of lending opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards


Qualifications:
  • 15+ years of UHNW lending experience
  • Experience leading a high performing lending team and a desire to drive growth
  • Strong knowledge of financial markets, investments, banking and loan products
  • Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions
  • Experience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
  • Excellent communication (written and verbal) and interpersonal skills
  • Detail orientation with strong analytical skills.
  • Ability to work under pressure and deliver within tight deadlines to drive execution for clients
  • Strong negotiation skills
  • Strong initiative and interactive approach to problem solving
  • Displays flexibility and independence in a demanding environment
  • Completion of formal credit training program preferred
  • Bachelor's degree / University degree required (or equivalent experience)
  • Licenses; Series 7, 66 (or 63/65) preferred


Job Family Group:
Private Client Product Services

Job Family:
IF Commercial Real Estate

Time Type:
Full time

Primary Location:
San Francisco California United States

Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:
Mar 25, 2025

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates
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