Wealth Lending Advisor – Vice President

Citi

. Partner with CGCPC Wealth Advisors to integrate lending solutions into their books of business through strategic engagement and opportunity reviews .

Posted 5/12/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $157,040 - $235,560 per yearWebsite

About the role

Key responsibilities & impact

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 to position lending as a tactical component of holistic wealth and capital management
Guide clients to appropriate loan structures, terms, and strategies aligned with their liquidity, investment, and risk objectives
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

Requirements

What you’ll need

5+ years’ experience in wealth management or private bank lending, including origination, structuring, and credit analysis
Demonstrated experience advising Affluent, HNW, and UHNW clients on lending solutions
Strong expertise in Securities‑Based Lending along with a general understanding of Structured Lending and complex collateral preferred
Ability to advise clients on optimal loan structures and think creatively in delivering market leading solutions
Solid understanding of financial markets, investments, and wealth management
Data‑driven, strategic approach to opportunity identification and pipeline management
Strong credit acumen with disciplined risk judgment
Comfort operating in a fast‑paced, growth‑oriented, regulated environment
Excellent oral and written communication skills
Strong initiative, accountability, and collaboration
Desire to drive growth in a dynamic business
Completion of a formal credit training program preferred
Bachelor’s Degree required (or equivalent experience)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementprivate bank lendingoriginationstructuringcredit analysisSecurities-Based LendingStructured Lendingfinancial marketspipeline managementcredit acumen

Soft Skills

communication skillsinitiativeaccountabilitycollaborationstrategic thinkingrisk judgmentcreativityclient engagementexecution excellenceeducation

Certifications

formal credit training programBachelor’s Degree