UHNW Private Credit Advisor — Custom Lending Leader
Bank of America ATM
Bank of America is seeking a Credit Advisor responsible for building credit relationships with ultra-high-net-worth clients in South Florida. This client-facing role involves managing a portfolio of clients, educating Advisors, and leading the credit delivery process. The ideal candidate will have over 10 years of experience in commercial credit, strong communication skills, and the ability to manage complex loan structures. Join to contribute to the growth of funded loans and enhance client relationships. #J-18808-Ljbffr Bank of America
- Job Description The Credit Advisor (CA) is a client-facing role responsible... ...for developing new custom credit relationships with... ...will have responsibility for Private Bank custom lending covering across South... ...credit skills (commercial / UHNW) Organized and can handle/...PrivateFlexible hoursShift workDay shift
- RBI Private Lending is seeking a senior PR freelancer to manage earned-media functions in Miami, FL. The position requires fluent English and Spanish and focuses on securing media coverage and building relationships in the real estate and private lending sectors. Successful...PrivateFreelance
- ...seeking a Vice President for the Regional Lending Advisor role in Miami. This role focuses on... ...lending growth and providing sophisticated credit solutions to ultra-high-net-worth... ...requiring over 8 years of experience in private banking. The candidate must excel in building...Private
- Truist is seeking a Lending Advisor for their Miami location to provide customized credit strategies for high net worth clients. The role includes collaborating with Wealth Advisors to present innovative lending solutions and ensuring a seamless client experience. Candidates...Suggested
- ...on being a global leader in innovations and... ...the third largest privately owned bank in Chile... ...to cross-sell Credit and investment products... ...in contact with customers and counterparties... ...subsequent servicing of UHNW customers and... ...from Advisory Lending, Securities Based...PrivateWork at officeLocal areaAfternoon shift
- ...includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the... ...of world-class banking and lending products exclusively for FAs... ...loans to a variety of customers, including large corporate and... ...clients in connection with credit facilities with the Private...PrivateWork experience placement
- A leading financial institution in Miami is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan process. The ideal candidate will have over three years of mortgage lending experience, strong sales skills, and the ability...
- A major financial institution is looking for a Senior Home Lending Advisor in Miami, FL. In this role, you will use your expertise in home... ..., working closely with the branch team and ensuring the best customer experience. You'll also market financial products while adhering...
- ...Private Banking High Net Worth Relationship Manager -... ...principally focused on UHNW and HNW individuals resident... ...ensuring the required credit quality & requisite... ...focused on investment AUM, lending, and Advisory services... ...of solutions to customer needs that span geographical...Private
- Join TwinThread as a Senior Home Lending Advisor in Miami, Florida. Utilize your knowledge of home lending products to guide clients through... .... This role involves training, collaboration for outstanding customer experiences, and partnership development with retail branches...Local area
- ...for all aspects of community development lending and investments data collection and reporting... ...with the Treasury Department and tax credit investment team to identify qualified community... ...and its subsidiaries offer commercial, private banking, consumer, small business, wealth...PrivateBank staff
- Private Banking High Net Worth Relationship Manager -... ...principally focused on UHNW and HNW individuals resident... ...ensuring the required credit quality & requisite... ...focused on investment AUM, lending, and Advisory services... ...of solutions to customer needs that span geographical...Private
- ...this role, you will manage branch operations while overseeing lending and deposit gathering. You will also support the Relationship Managers... ..., along with supervisory skills. A commitment to excellent customer service and team leadership is essential. #J-18808-Ljbffr...
- ...Lending Advisor The Lending Advisor is a geographically (or segment) based, client-facing... ...Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high... ...solutions and strategies for HNW or UHNW clients, or for some groups, certain...
- ...focus on being a global leader in innovations and... ...It is the third largest privately owned bank in Chile and... ...JOB SUMMARY The Lending Specialist is responsible for the complete credit origination cycle including... ...renewal of loans, informing customers of loan amortization...
- ...documentation to make prudent credit decisions which maximize... .... Provide quality and timely customer service to internal and external... ...Thorough understanding of mortgage lending regulations, underwriting... ...offer commercial, private banking, consumer, small business...PrivateWork at office
$20k - $100k
...appropriate steps to safeguard and protect private and personally identifiable information... ...qualification of collateral and customer credit history Maintains contact with loan... ...Structures loan to comply with acceptable lending practices and Federal regulations Establishes...PrivateFull timeWork at officeFlexible hours$200k - $300k
A leading financial services corporation in Miami is seeking an experienced Private Banker Principal to advise ultra-high-net-worth clients. The role requires over 10 years of experience, strong relationship-selling skills, and expertise in financial analysis. The ideal...Private- ...services, personal insurance, retirement, and private wealth management products and services.... ...Position: Regional Talent Development Leader, South Super Region Reports To: VP,... ...make informed decisions. Grounded in a customer service mindset, with an effective ability...PrivateWork at officeLocal area3 days per week
- ...The Role Lendmarq, a leading private real estate lender based in Miami... ...is seeking experienced Loan Advisors to join our team. The ideal... ...the most appropriate lending solutions. Guide clients through... ...analytical, communication, and customer service skills. Deep understanding...Private
$112.5k
...Santander is a global leader and innovator in the financial... ..., we are driving a customer-centric transformation... ...You! The Direct Private Investment Specialist will... ..., Risk, and external advisors to ensure investment... ...appropriate narratives for UHNW audiences....PrivateHourly payContract workShift work$65k - $95k
...Reports To: CEO / Operations About Us East Harbor is a private credit firm that makes secured loans against real assets: marine... ...Background in loan closing, settlement, credit operations, or lending operations. Accounting or paralegal backgrounds with direct lending...PrivateFull time- ...Group in Miami is looking for an Associate in Client Relationship Management. This role requires close collaboration with private wealth advisors to offer exceptional service to ultra-high net worth clients in Central and South America. Candidates must have a Bachelor’...Private
- JPMorgan Chase & Co. is seeking a Private Bank Analyst to support the Private Banking team covering ultra-high net worth clients in the LATAM market. This position offers a unique opportunity within a three-year program that prepares candidates for potential promotion to...Private
- ...Milo is a digital mortgage and lending company for crypto consumers.... ...mortgage and is the global leader in the space having closed millions... ...ability to provide good customer service. Our Team: We... ...learning and development credit - Friday team catered breakfasts...Work at officeLocal areaNight shift
- ...VP, Private Banking Relationship Manager Park Avenue Group, a subsidiary of Angott... ...to serve high-net-worth clients with customized banking, credit, and wealth solutions. This... ...tailored financial solutions across lending, deposit, and investment services...Private
$120k
Citibank (Switzerland) AG is looking for a Senior Wealth Advisor in Miami, Florida, specializing in providing financial services to ultra high net worth clients. The ideal candidate will have 6-10 years of experience in financial advisory and investment strategies, coupled...PrivateFull time- TwinThread is looking for a Private Banker in Miami to advise clients on wealth management strategies. You will be responsible for building and maintaining relationships with ultra-high net worth individuals, providing tailored advice and solutions. The ideal candidate...Private
- A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates...Private
- ...retail branch consumer and small business lending banker and subject-matter-expert within... ...with consumer and small business customers to identify, understand, and prioritize... ...Collaborates with business partners such as private wealth, financial planning, commercial banking...PrivateWork at office
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