Bank of America
A leading financial institution is seeking a Merrill Lending Solutions Advisor to drive adoption of lending solutions within Wealth Management. This role focuses on client engagement, particularly with Ultra High Net Worth clients, while overseeing credit activities and managing a significant credit portfolio. Responsibilities include conducting advisor education, leading client conversations, and ensuring compliance with lending guidelines. The ideal candidate has over 12 years of relevant experience in wealth management or credit advisory roles and possesses strong communication and strategic skills.
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