Director, UHNW Lending

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

Responsibilities

Manages the preparation of new lending proposals or presentations to clients/prospects.

Ensures new business meets policy and procedures requirements for profitability and risk management.

Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.

Identifies cross‑selling opportunities to increase client penetration for banking, investments and deposits.

Negotiates directly with clients on new and existing op...