Credit Advisor, Global Wealth & Investment Management
Bank of America20 hours ago
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OnsiteFull-timeSenior
Summary
Bank of America is seeking a Credit Advisor for their Global Wealth & Investment Management team in Miami, FL. The role focuses on developing custom credit relationships with strategic wealth clients and driving revenue growth.
About the Role
As a Credit Advisor, you will be responsible for managing a portfolio of credit relationships, educating Advisors on credit solutions, and leading the credit delivery process. Your role will involve collaborating with various teams to ensure a seamless client experience while adhering to regulatory requirements and maintaining asset quality.
About You
Required:
- 10 plus years of commercial credit or wealth management credit experience.
- Strong oral and written communication skills.
- Ability to effectively present to leadership and advisors.
- Strong credit skills (commercial / UHNW).
- Organized and able to prioritize multiple transactions.
- Ability to work well with underwriting, risk, and other business partners.
- Experience in structuring, preparing deal sheets, negotiating, and closing complex loan structures.
- Ability to conduct preliminary analysis to determine viability of loan opportunities.
Preferred:
- Ability to structure loans to UHNW clients secured by various assets.
- BS degree / MBA.
Benefits
- Opportunities for career growth and development.
- Inclusive workplace culture.
- Support for physical, emotional, and financial wellness.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Miami, FL