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 and flag potential lending opportunities in partnership with Wealth Advisors. 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 alongside Wealth Advisors to provide lending-specific expertise
- Guide clients on the mechanics of loan structures, based on Wealth Advisor recommendation
- 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
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IF Lending Generalist ------------------------------------------------------
Time Type:
Full time ------------------------------------------------------
Primary Location:
San Francisco California United States ------------------------------------------------------
Primary Location Full Time Salary Range:
$157,040.00 - $235,560.00
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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