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Private Lending Executive (Associate or Assistant Director)

Guernsey

Full Time
Permanent
Agency Listing
Finance
Trust

An opportunity to join a global wealth management firm, supporting private client and real estate lending. This is a varied and dynamic role involving credit structuring, client liaison, and cross-border collaboration with teams across Europe.

Key responsibilities:

⭐ Assess and structure new lending facilities for private clients and property transactions

⭐ Draft credit proposals, prepare term sheets, and present at Credit Committee

⭐ Manage legal documentation and liaise with advisers and introducers

⭐ Monitor existing loan facilities and handle renewals or amendments

What you’ll need:

⭐ Experience in private client lending

⭐ High attention to detail and ability to work independently

⭐ CeMAP or CII Certificate in Mortgage Advice (or willing to qualify)

⭐ Relevant financial services or banking qualifications (advantageous)

Why join?

⭐ Be part of a long-established, internationally respected financial services group

⭐ Work in a collaborative and client-focused team

⭐ Strong support for training and progression

⭐ Gain exposure to diverse lending activities across international markets

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