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11 дней назад

Sr. Banking Advisor

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Sr. Banking Advisor (Banking/Wealth Management): Developing client relationships and structuring complex wealth management banking, credit, and treasury solutions with an accent on financial analysis, lending, negotiation, and strategic client advisory. Focus on negotiating loan and lease agreements, identifying cross-selling opportunities, and leading teams through complex banking challenges.

Location: Austin, TX, United States

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

  • Develop new client and prospect relationships and create targeted marketing strategies.
  • 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 senior-level expertise, lead cross-functional initiatives, and solve complex business problems.

Requirements

  • At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
  • Advanced knowledge of banking, competition, financing, investments, trust, and financial consulting.
  • Strong negotiation, leadership, sales, oral communication, and written communication skills.
  • Experience interpreting business challenges, recommending best practices, and negotiating complex concepts.
  • Must be authorized to work in the United States without employment-based visa sponsorship.

Culture & Benefits

  • Flexible and collaborative work culture focused on financial strength and stability.
  • Internal mobility is encouraged and senior leaders are accessible.
  • Inclusive workplace with opportunities to support local communities through philanthropy.
  • Reasonable accommodations are available during the employment process.

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