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Job Description
Description
:Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported.
Responsibilities:
Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement
Conduct book reviews and one-on-one ad...