Finance Jobs in Beverly Hills, CA

1 job found

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7mo ago

Senior Credit Advisor

HSBC Global Services Limited Beverly Hills, CA

Beverly Hills, CA

7mo ago Closed

Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Apr 26, 2026).

Job Description

Join HSBC Global Services Limited in Beverly Hills as a Senior Credit Advisor. This onsite role emphasizes partnering with Private Banking relationship managers and business heads to identify, structure, negotiate, and underwrite new credit opportunities while actively managing risk and portfolio considerations. The position offers a robust benefits package, strong professional development, and a welcoming, inclusive culture.

Benefits

Tailored professional development opportunities
Robust Wellness Hub
Competitive pay and benefits package
Welcoming and inclusive work environment
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups

Responsibilities

Identify, structure, negotiate, and underwrite new credit opportunities
Build trust with clients, learning new concepts and researching information in real time to provide creative solutions
Handle risk and portfolio management with credit products

Requirements

Experience in underwriting from start to finish credit memos for the following credit products: Lending secured by marketable securities, single stock, unsecured, Commercial Real Estate, residential mortgages, Hedge Funds, Private Equity Capital Call (PECC/Subscription facilities), art, financial sponsors, unlisted shares (privately held stock), Life Insurance Premium Finance (LIPF), music rights lending, CAT B Foreign Exchange (FX) and derivatives lending, aircraft and yacht lending
Create Credit memo that discusses: transaction summary, structure of loan, covenants, collateral, financials spreads, risk and mitigants, strength and weakness, documentation, recommendation
Client facing experience and dealing with Private Bank High Net Worth Clients
Familiar with credit analysis
Relationship building
Microsoft Office

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