High Net Worth Lending Specialist
Manage tailored lending solutions for HNW clients, collaborate with advisors, enjoy a strong salary ($110k-$190k), full benefits, and career growth support.
Responsibilities and Day-to-Day Life
The High Net Worth Lending Specialist is responsible for assisting financial advisors and senior lending specialists, focusing on tailored lending solutions for affluent clients.
Tasks include communicating credit strategies, managing liquidity solutions, and advising on products such as securities-based loans, commercial real estate, and luxury assets.
Collaboration is essential, as this role involves liaising with City National Bank advisors to provide a seamless banking and lending experience.
Reporting on key performance metrics and suggesting improvements for product and technology are part of the regular workload, ensuring services remain client-focused.
Ensuring compliance with risk management protocols and supporting wealth management growth is also integral to daily activities.
Vorteile der Position
This role offers a competitive annual salary ranging from $110,000 to $190,000, coupled with a comprehensive benefits package that includes health, dental, and vision insurance.
There’s a strong commitment to supporting professional growth through mentorship, leadership training, and direct involvement in progressive wealth management strategies.
Nachteile der Position
The position may require navigating intricate compliance requirements and teamwork across multiple departments, which means balancing multiple priorities and communication channels.
Performance targets can be demanding, so candidates should be prepared for a fast-paced and accountable work environment focused on results.
Urteil: Ist dieser Job der richtige für Sie?
The High Net Worth Lending Specialist role is ideal for experienced finance professionals seeking a rewarding opportunity with strong growth, impactful work, and excellent compensation.
If you have a demonstrated background in wealth management credit, excellent communication skills, and thrive in collaborative environments, this could be a great step in your career.
