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Citi Wealth Lending Advisor – VP role in San Francisco, focusing on securities‑based and structured lending.
Lead client advisory, risk management, and growth in a fast‑paced, regulated environment.
Job Overview
Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients’ liquidity objectives and drive regional growth.
Responsibilities include:
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
Qualifications
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)
Licenses: Series 7, 66 (or 63/65) preferred.
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Job Family Group
Private Client Product Services
Job Family
IF Lending Generalist
Time Type
Full time
Primary Location
San Francisco California United States
Primary Location Full Time Salary Range
$157,040.00 - $235,560.00
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
May 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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