SVP, Securities Based Lending Advisor (CG/CPC)

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.  The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.  We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as SVP, Securities Based Lending Advisor (Internal Job Title: Product Manager - C14) based in Hong Kong.  Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.  For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to:

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our Clients’ broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth Client Advisors, helping them to deliver lending solutions that support clients’ investment and liquidity objectives.

The Senior Vice President, Securities Based Lending (“SBL”) Advisor will be part of the Asia SBL Advisory team supporting the Citigold and Citigold Private Client (CGCPC) segment, with lead coverage for the Asia North Wealth business based in Hong Kong.  The role is responsible for driving business growth through delivering best-in-class product advisory and Client touchpoints, while managing risk as well as portfolio returns as first line of control and subject‑matter expert. The role works closely with Client Advisors, Lending teams such as In Business Risk, Legal, Compliance, as well as Risk and Control partners.

Key Responsibilities:

• Partner with CGCPC Wealth Advisors to originate and drive new business volumes, integrate SBL solutions into their books of business through strategic engagement and ongoing education
• Guide advisors on appropriate collateral and exposure management strategies to drive sustainable leverage in line with Clients’ liquidity, investment, and risk objectives
• Manage Client touchpoints and documentation, as well as product portfolio pricing
• Act as the first line of control and subject‑matter expert for SBL solutions, lead discussions with Frontline, Operations, and other Lending stakeholders to deliver product, platform and process excellence
• Identify lending opportunities using data‑driven insights, portfolio analytics, and proactive client segmentation
• Monitor market trends, competitive dynamics, and product gaps; share insights and opportunities to Wealth Lending leadership
• Establish a reputation for execution excellence, strong risk judgment, and trusted partnership with Wealth Advisors, Business Management, as well as Risk and Control partners
• Maintain responsibility for a healthy, compliant lending portfolio, ensuring adherence to regulatory, credit, and control standards

Qualifications: 

• 8+ years of experience in wealth management or private bank lending, including origination, structuring, and credit analysis
• Demonstrated experience advising Affluent, HNW, and/or UHNW Clients on lending solutions
• Strong expertise in Securities‑Based Lending with good understanding of Investments preferred
• Ability to advise advisors / clients on leverage strategies 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
• Excel in a fast‑paced, growth‑oriented, regulated environment
• Excellent oral and written communication skills, with Mandarin / Cantonese an advantage
• Strong initiative, accountability, and collaboration
• Bachelor’s Degree required

Working at Citi is far more than just a job. A career with us means joining a family of dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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Job Family Group:

Institutional Sales

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Job Family:

Corporate Access

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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