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Credit Specialist

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £75000 - £95000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    8 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


An excellent opportunity has arisen with a leading Private Bank who require a Credit Specialist to join their growing team.

The business have highlighted their credit and lending team as a key target area of growth over the coming years which is highlighted by this opportunity being an additional headcount to the team.

This is a front line, client facing role and will work closely together and support the Private Banking team.

Key duties;
- Help embed credit as an integral part of the wealth management offering for clients by working closely with professionals, intermediaries,  Private Bankers & Investment Advisors as a technical credit expert
- To generate new lending business with a focus on HNW and UHNW clients. 
- Provide ongoing engagement with Industry professional’s, mortgage brokers and intermediaries Brokers on the Banks credit offering and approach to margin setting
- Introduce wealth and investment opportunities to the wider team
- To assist the implementation and development of improved procedures and controls

This will be a pivotal role within the team and the business requires somebody with experience of dealing with HNW clients and a background within a similar role/environment. 

CeMAP qualification is essential. 

In return you will receive a remuneration package which is known to be above market average, along with a strong benefits scheme, be working within a positive and pro-active working environment and receive encouragement for further career development.