Senior Wealth Lending Advisor: UHNW Credit Solutions
Truist
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 need a Bachelor’s degree and five years of experience in financial evaluations and relationship management. Benefits include medical, dental, and retirement plans alongside generous vacation policies. #J-18808-Ljbffr Truist
- ...job description: The Lending Advisor is a geographically (... ...directly with Wealth Advisors to recommend... ...highly customized, complex credit strategies to meet the... ...structure and credit advisory solutions while ensuring a... ...strategies for HNW or UHNW clients, or for some groups...SuggestedFull timePart timeShift workDay shift
- Senior Private Banker Key Responsibilities Manage and... ...personalized financial solutions aligned with their goals... ...preferences. Advise on wealth planning, succession,... ...managers, tax and legal advisors, etc.) to deliver holistic... ..., banking and credit products. Fluency in English...Senior
$200k
...develop tailored wealth management strategies... ...relationships (solutions and services) in an... ...markets, and banking & lending Create sales... ...and trusted advisor (primary contact)... ...investments, banking and credit products Strong... ...covered the UHNW market / Extensive...SuggestedFull time- ...that is difficult to find in many larger corporations. The Senior Commercial Credit Analyst is responsible for providing all aspects of credit... ...exemplary interpersonal skills, adopting a constructive, solutions-focused approach. Use sound professional judgment to balance...SeniorTemporary workTraineeshipMonday to Friday
- ...Private Wealth Advisor Senior Job ID 2025-5695 Category Wealth Management... ...wealth advisory and investment management solutions, including financial planning and... ...strategic goals. Independently analyzes credit worthiness and conducts preliminarily...SeniorFull timeWork at office
$102k - $190k
...ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies,... ...planning. This role combines credit and lending proficiency with... ...Makes recommendations to senior leaders on strategy and...Contract workPart timeLocal areaShift work- ttg Talent Solutions is looking for a detail-oriented Commercial Credit Analyst II to support underwriting and credit analysis for commercial real estate and multifamily... ...credit recommendations, and collaborating with lending teams to ensure informed lending decisions. Strong...
- ...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....
$102k - $190k
...ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies,... ...planning. This role combines credit and lending proficiency with... ...Makes recommendations to senior leaders on strategy and...Part timeLocal areaShift work- ...Senior Lead Commercial Banking Relationship Manager Wells... ...Management, Deposits and Wealth to attract and retain... ...customers with an appropriate credit risk and operational risk... ...transactions including lending, treasury and commercial solutions Comprehensive...SeniorWork experience placementLocal area
- ...Description Do you have a proven track record of creating lending solutions for your clients and a desire to assist buyers in obtaining the property of their dreams? If so, we'd love to talk with you about joining our team! We are a tight-knit group of lending professionals...SeniorWork at office
- ...Senior Wealth Advisor Safe Act - Miami Working at Citi is far more than just a job. A career with... ...to clients through a select number of solutions using firm models & research.... ...Advisor, Small Business Partners, Home Lending Officer, etc.) Acquire new clients...SeniorWork at office
- United Cerebral Palsy of Georgia is seeking a Lending Specialist based in Miami, Florida. This position involves managing the complete credit origination cycle, including loan underwriting and client interaction. Candidates must possess a bachelor's degree in Business Administration...Senior
$137.3k - $294k
SAP SE is looking for a Senior Solution Advisor in Miami, Florida. This role focuses on driving demand generation and building relationships with C-level stakeholders around SAP Finance solutions. The ideal candidate will have over ten years of experience in enterprise...Senior- A financial institution in Miami is looking for a Lending Specialist responsible for the complete credit origination cycle. This role involves structuring and underwriting loans, coordinating the loan process, and providing exceptional client service. Applicants should...Senior
$137.3k - $294k
SAP Belgium NV/SA is looking for a Senior Solution Advisor specializing in SAP Finance, BRIM, or CPQ solutions. The ideal candidate will engage C-level executives, drive demand generation, and ensure successful adoption of solutions. You will work closely with account teams...SeniorRemote work- ...Trust Corp is seeking a Director, Family Office Solutions in Miami, FL. The role involves cultivating deep... ...High Net Worth clients and serving as a strategic advisor. Candidates should have significant experience in wealth management, strong communication skills, and at...SeniorWork at office
$10,000 per month
...Senior Talent & Business Solutions Consultant (Accounting & Finance) 100% Commission | Uncapped Earnings | Hybrid - Miami, FL Are you an experienced recruiter ready to stop splitting your earnings... and start keeping what you produce? At PrideStaff Financial...SeniorTemporary work- ...Citi Wealth - Wealth Advisor - Senior Vice President Discover your future at Citi Working at Citi... ...of comprehensive wealth management solutions. Working in close coordination with... ...deposits, investments, mortgage, and lending. Provide expert investment advice...Senior
$158.4k - $237.6k
...Global Wealth brings together the full power of Citi... ...expertise. The Wealth Advisor is the primary advisor... ...The Wealth Advisor is a senior-level position responsible... ...wealth management solutions. Working in close coordination... ..., mortgage, and lending. Provide expert investment...SeniorFull time- A leading financial services firm based in Miami is seeking a Senior Home Lending Advisor. In this role, you will guide clients through the home buying process, ensuring adherence to regulatory requirements while promoting financial products. Ideal candidates possess a...SeniorLocal area
$54.6k
...Senior Consumer Relationship Banker At Regions, the Senior Consumer Relationship Banker is responsible for... ...Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations...SeniorFull timeWork at officeFlexible hours$77k - $214k
...local tax burden and recommend solutions that support their overall... ...payroll and employment tax, credits and incentives, and indirect... ...now and in the future. As a Senior Associate, you'll work as part... ...way as technology-enabled tax advisors who provide significance...SeniorFull timeH1bLocal area$200k - $300k
...relationships with ultra-high-net-worth clients. The role requires a strategic approach to identify prospects, develop tailored financial solutions, and ensure compliance with regulatory standards. Qualified candidates should have over 10 years of experience in Private Banking,...SeniorFull time- ...Senior Private Banker Our client, a global private bank in Miami is recruiting Private... ...in referral efforts with the corporate, lending, mortgage, middle market and other bank divisions... ...countries, as able Full lending, credit, mortgage and all private bank offerings...Senior
- JPMorgan Chase in Miami is seeking a qualified wealth management professional to provide tailored financial solutions for high net worth clients in LATAM. This role demands... ...significant experience in financial sales to UHNW individuals. The successful candidate will...
$137.3k - $294k
Senior Solution Advisor - SAP Finance, BRIM or CPQ Domain Expert Location: This position can be located anywhere in the US within proximity of an SAP office What you’ll do: Lead high‑impact 1:1 and 1:M demand generation initiatives, building a robust pipeline for SAP...SeniorFull timeWork at office- ...Credit Advisor - Global Wealth & Investment Management Miami, Florida To proceed... ...Advisors on our credit solutions and risk appetite. Within their... ...for Private Bank custom lending covering across South Florida... ...credit skills (commercial / UHNW) • Organized and can...Work at officeFlexible hoursShift workDay shift
$275k
...Executive Director, Senior Lead Corporate Banking Relationship... ...markets and advisory solutions, including a full... ...mandates across lending, capital markets, markets... ...banks; drive trusted ‑ advisor engagement beyond transactional... ...solutions. Lead credit strategy and partner closely...SeniorWork experience placementShift work- ...section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for... ...Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations...SeniorFull timeWork at officeFlexible hours
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