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

United States, New York, New York 

613439126

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

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

Anticipated Posting Close Date:

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