Apply Now    

Wealth Management - Lending Advisor - Private Bank - Vice President/Executive Director - Greenwich

Req #: 170076220
Location: Greenwich, CT, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 5000 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management.
 
The U.S. Private Bank advises the wealthiest families in the U.S. through 45 offices and is one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
 
Primary Function:
A key member of the J.P. Morgan Private Bank team of specialists, the Lending Advisor manages our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra high net worth clients and advising on implementation.   
 
  • Acting as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the JP Morgan offering
  • Partner with Banker to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings 
  • Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
  • Play lead role in credit approval process
  • Responsible for deal analysis, due diligence and credit presentations
  • Supervise credit approval memos/restructure memos
  • Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
  • Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
  • Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank
  • Participate in coordination of sales and relationship management effort with Bankers, Investors and Wealth Advisors
 
 
Qualifications:
  • Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
  • Knowledge of capital markets and macro interest rate environment
  • Advanced analytical skills, including financial analysis and the ability to identify and analyze credit opportunities and the attendant credit risks
  • Knowledge of account maintenance, loan closing, credit administration and compliance procedures
  • Ability to communicate sophisticated credit concepts to all levels of clients and prospects
  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
  • Ability to work in a team based environment and assist in the development and retention of junior team members
 
Requirements
  • Seven plus years of experience with extensive credit, loan and deposit products
  • Bachelors degree required; MBA preferred
  • Prior experience structuring creative and complex credit transactions
  • Completion of formal credit training program
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.