Lending Advisor
Core
Manage end-to-end residential lending transactions for private banking clients, including needs analysis, product structuring, and credit assessment.
Role type
Lending Advisor (Private Banking)
Builds
Residential lending solutions and credit facilities for high-net-worth clients
Domain
Banking / Private Wealth / Residential Lending
Required skills
Financial needs analysis, Credit assessment, Lending product structuring, Client relationship management, Financial statement analysis, Sales and lead generation
Preferred skills
Residential lending experience, Credit structuring experience
Responsibilities
Conduct comprehensive financial needs analysis, Educate clients on residential lending products, Manage the end-to-end lending process, Manage a portfolio or leads
Seniority
Mid-level (3–4 years experience)
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