Citi Wealth – Head of Lending Solutions – Citi Private Client & Citigold

Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families.

We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth.

Lending is a key product offering within Citi Wealth.  Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship.

Citi Private Client and Citigold have Financial Advisors covering clients in North America, Hong Kong, Singapore and United Arab Emirates.

Head of Lending Solutions for Citi Private Client and Citigold is a newly created role to partner with the respective segment leadership teams to drive engagement and solutions, with lending product leads, for our advisors and clients.

Initial focus will be creating and driving a delivery strategy for Securities Based Lending and Residential Mortgages with further expansion in these segments as part of the wider Citi Wealth growth strategy.

Responsibilities include:

• Partner with the Heads of Citi Private Client and Citigold in the respective region to create lending solutions to support growth objectives.

• Establish a reputation of execution and excellence.

• Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities and provide input into global lending strategy and growth plans.  

• Act as the initial subject matter expert and escalation point lending products.   

• Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring and collaboration with colleagues across the US and Internationally.

• Partner with our retail credit risk lead to progress growth agenda across product lines while ensuring compliance with the Firm’s Retail Credit Risk Policies

• Build and maintain a strong pipeline of business development initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations.  Ensuring effective and consistent compliance to control standards

Qualifications:

• 10+ years of lending experience in the UHNW, HNW and Affluent segments.

• Experience as part of a high performing lending team and a desire to drive growth

• Strong knowledge of financial markets, investments, banking and loan products

• 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

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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.

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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