Private Wealth Credit Solutions Associate

Private Wealth Credit Solutions Associate

Job :

Position Type:
Full-time

Schedule:

5 days per week (business hours)

Location:

In person office

Compensation:
To be discussed

At The Wealth Council, our clients expect the best quality financial advice available. We invest in our employees in order to ensure this level of service is consistently provided. We are currently hiring a full time Private Wealth Credit Solutions Associate to work on supporting the business of high net worth clients.

We consider ourselves to be a disruptor in the wealth management industry by truly partnering with our clients to deliver comprehensive advice and results. The Wealth Council was founded to make a real impact in the industry through a differentiated client experience and we can only achieve this through valuable input from every member of our team. We are passionate about our business and our culture, and are looking to attract, retain and develop individuals who have that same drive.

We are looking for talented, highly motivated individuals with exceptional experience who can embody our culture and values as a creative, collaborative and hard‑working organization.

The Credit Solutions and Negotiation group of The Wealth Council is recruiting for our growing team based out of our corporate office in Calgary, AB. A high level of attention to detail, and the desire to develop professionally and personally in a dynamic work environment is expected.

The successful candidate will assist in the recommendation of specific banking services and customized credit lending facilities required to facilitate tax and estate, investment and insurance strategies recommended within The Wealth Council Financial and its boutique team partners.

The core component of the role combines Private Banking and Credit experiences and expertise to assist in expediting responsive, high‑end credit submissions that provide value added banking and financial facilities that support the total wealth management platforms offered within the firm.

• Provide current lending appetite and credit pricing implications that could potentially impact client’s insurance and investment strategies;
• Develop and maintain solid knowledge of each banking and credit opportunity to deliver support on lending solution recommendations;
• Assist clients throughout the credit adjudication process to ensure a positive client experience;
• Involve the appropriate investment, tax or insurance specialist during the process and subsequent annual credit reviews;
• Conduct a thorough collection of the client’s financial information package prior to the commencement of the due diligence and submission to a Bank’s Credit adjudication team;
• Exercise sound credit and risk judgment to support product recommendations;
• Assist in the negotiation of preferred loan interest rates and loan origination and structuring fees as well as collateral requirements;
• Establish harmonious relationships with Private Wealth;
  Commercial;
  Small Business, Agriculture, and retail bank client divisions within Schedule 1 Canadian Financial Institutions and private lending and family office lending firms;
• Ability to mentor and share credit experiences within The Wealth Council team; and
• Other duties as required;
• Ability to expedite responsive, high-end credit submissions that provide value added banking and financial facilities;
• Ability to interpret a variety of instructions and follow up with the right people when necessary;
• Ability to exercise good judgement, show initiative and be proactive;
• Self motivated, positive attitude and a willingness to learn;
• Excellent oral and written communication skills;
• Ability to prioritize, and manage multiple deadlines and tasks;
• Developed interpersonal and customer service skills;
• Ability to exercise independence, tact and discretion, as well as handle confidential information;
• A team player mindset and will always act with integrity at the front of mind;
• Meticulous attention to detail;
• Superior problem solving skills; and
• Proven ability to multi-task and prioritize in a fast-paced and changing environment.

• Minimum of two years’ experience in Private Banking;
• A…