Credit Advisor, Global Wealth & Investment Management

Bank of America

Client-facing role responsible for developing custom credit relationships with strategic wealth clients. Driving funded loan balance and revenue growth while adhering to regulatory requirements.

Posted 7/30/2026full-timeLos Angeles • California • 🇺🇸 United StatesSeniorLead💰 $126,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in commercial credit and wealth management, with a strong focus on client relationship management, risk mitigation, and regulatory compliance. Proven ability to structure complex loan deals and manage ongoing loan portfolios effectively.

Highest-signal resume keywords

Commercial Credit ExperienceWealth Management Credit ExperienceStrong Credit SkillsClient Relationship ManagementRisk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Deal StructuringLoan Portfolio ManagementPreliminary AnalysisRisk Rating EstimatesDSC Analysis

Soft Skills

Strong Oral CommunicationStrong Written CommunicationOrganizational Skills

Industry Keywords

Regulatory RequirementsAsset QualityClient-Centric CultureMarket LeadershipUnderwriting

About the role

Key responsibilities & impact

Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Requirements

What you’ll need

10 plus years of commercial credit or wealth management credit experience
Strong oral and written communication skills
Effectively present to Merrill leadership and advisors around Custom Credit
Strong credit skills (commercial / UHNW)
Organized and can handle/prioritize several transactions at the same time
Ability to work well with underwriting, risk, and other business partners
Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.)
Manage ongoing loan portfolio (reporting, covenants, etc.)

Benefits

Comp & perks

Paid time off
Resources and support to employees
Competitive benefits to support physical, emotional, and financial well-being