Lending Advisor

Job Overview

The Lending Advisor is responsible for managing end‑to‑end lending transactions for RMB Private Bank (RMBPB) Private Clients (PC) and Private Wealth (PW) clients. The role involves originating lending deals, assessing clients' financial requirements and cash‑flow positions, and structuring tailored lending solutions. The Advisor will develop and maintain client relationships, delivering high‑quality advice on wealth creation, accumulation and protection.

Key Responsibilities

• Conduct comprehensive financial needs analysis to understand client goals and residential lending requirements.
• Educate clients on residential lending products and structure appropriate solutions.
• Manage the end‑to‑end lending process, including application, documentation, credit assessment and fulfilment.
• Manage a portfolio of leads while mining a base of opportunity.
• Influence and exploit exceptional earning potential.
Full-time Finance