Citi Wealth - Lending Advisor - Vice President

Overview

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients’ liquidity objectives and drive regional growth.

The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending Advisors provide advice across a variety of lending solutions with a particular emphasis on driving scaled securities-based loan adoption and growth. They also promote best practices and build awareness of broader and more customized lending capabilities for high-net-worth clients. The VP Lending Advisor balances client‑centric advisory excellence, disciplined risk management, and data‑driven growth execution within the CGCPC loan portfolio.

Responsibilities

• Partner with CGCPC Wealth Advisors to integrate lending solutions into their books of business through strategic engagement and opportunity reviews
• Join regional advisor team meetings, as well as client and prospect meetings to position lending as a tactical component of holistic wealth and capital management
• Guide clients to appropriate loan structures, terms, and strategies aligned with their liquidity, investment, and risk objectives
• Act as the first line of control and subject‑matter expert for regional lending activity
• Drive efficient, high‑quality execution by managing timelines, expectations, and communication across clients, Advisors, and internal partners
• Identify lending opportunities using data‑driven insights, portfolio analytics, and proactive client segmentation
• Monitor market trends, competitive dynamics, product gaps, escalating insights and opportunities to Wealth Lending leadership
• Provide ongoing education on lending solutions, sales strategies, and best practices. Build awareness of lending capabilities across Citi Wealth, with particular focus on SBL and Structured Lending
• Establish a reputation for execution excellence, strong risk judgment, and trusted partnership with Wealth Advisors, regional managers, and Underwriting and Risk partners
• Maintain responsibility for a healthy, compliant regional loan portfolio, ensuring adherence to regulatory, credit, and control standards

Qualifications

• 5+ years’ experience in wealth management or private bank lending, including origination, structuring, and credit analysis
• Demonstrated experience advising Affluent, HNW, and UHNW clients on lending solutions
• Strong expertise in Securities‑Based Lending along with a general understanding of Structured Lending and complex collateral preferred
• Ability to advise clients on optimal loan structures and think creatively in delivering market leading solutions.
• Solid understanding of financial markets, investments, and wealth management
• Data‑driven, strategic approach to opportunity identification and pipeline management
• Strong credit acumen with disciplined risk judgment
• Comfort operating in a fast‑paced, growth‑oriented, regulated environment
• Excellent oral and written communication skills
• Strong initiative, accountability, and collaboration
• Desire to drive growth in a dynamic business.
• Completion of a formal credit training program preferred
• Bachelor’s Degree required (or equivalent experience)
• Licenses: Series 7, 66 (or 63/65) preferred.

Anticipated Posting Close Date: May 18, 2026