Hybrid Securities Based Lending Advisor – Director

Posted 2 weeks ago

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About the role

  • Securities Based Lending Advisor at Citi, leading growth and delivery of SBL services across the Americas. Requires strong analytical and communication skills with deep industry knowledge.

Responsibilities

  • Support the delivery and growth of Citi Private Bank’s SBL offering across the Americas
  • Apply advanced disciplinary knowledge to enhance existing practices and contribute to the development of new methodologies, processes, and workflows
  • Evaluate complex, variable issues with significant potential impact
  • Analyze multiple inputs, weigh alternative solutions, and navigate competing priorities to reach sound conclusions
  • Contribute to the training and development of new team members
  • Partner closely with the Global SBL Head and regional counterparts to advance strategic priorities for the business
  • Collaborate with Private Bankers, Lending Advisors, Underwriters, and Risk teams to ensure alignment, enable seamless execution, and enhance the client experience
  • Work independently, take ownership of assigned initiatives, and contribute meaningfully to broader regional SBL objectives

Requirements

  • 15+ years of experience
  • Strong and proven analytical, financial structuring and execution skills
  • Strong marketing and sales skills
  • Over 7 years’ experience as a Credit Officer
  • Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies
  • Good knowledge of financial markets, investments, banking and loan products
  • Financial and cash flow modelling
  • Excellent communication (written and verbal) and interpersonal skills
  • Ability to work under pressure to tight deadlines
  • Good negotiation skills
  • Strong initiative and interactive approach to problem solving
  • Displays flexibility and independence in a demanding environment
  • Team player

Benefits

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Job title

Securities Based Lending Advisor – Director

Job type

Experience level

Lead

Salary

$170,000 - $300,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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