7 дней назад
Sr. Banking Advisor
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Banking Advisor (Wealth Management Banking): Managing complex wealth management banking, credit, treasury management, lending, and leasing relationships with an accent on client development, financing structures, and strategic advisory. Focus on negotiating complex loan agreements, analyzing pricing and interest-rate terms, leading cross-functional teams, and solving sophisticated client and business challenges.
Location: Phoenix, AZ, United States
Company
provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.
What you will do
- Develop new client relationships, identify prospects, and create marketing strategies for specific clients.
- Manage complex wealth management banking, credit, and treasury management relationships.
- Structure and negotiate complex loan and lease agreements, including pricing, interest rates, and swaps.
- Oversee financing documentation and advise clients on goals-driven wealth management.
- Generate leads through centers of influence and expand the partner network.
- Provide high-level consulting, lead others through complex problems, and help shape strategic business initiatives.
Requirements
- At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
- Advanced knowledge of banking, competition, and financing.
- Knowledge of investments, trust, and financial consulting concepts.
- Strong negotiation, leadership, sales, and written and verbal communication skills.
- Ability to interpret complex business challenges, recommend best practices, and influence stakeholders.
- Must be authorized to work in the United States without current or future employment-based visa sponsorship.
Culture & Benefits
- Flexible and collaborative work culture grounded in financial stability and long-term service.
- Opportunities for internal mobility and access to senior leaders.
- Inclusive workplace focused on supporting clients and local communities.
- Employee participation in philanthropic and community initiatives.
- Reasonable accommodation is available during the employment process.
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