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Wealth Management Analyst - Houston, TX

Req #: 170094860
Location: Houston, TX, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Wealth Management Mortgage Advisory team delivers customized, complex mortgage lending solutions to Private Bank clients. The Mortgage Advisors work with Bankers, Capital Advisors and additional members of the integrated team to deliver sophisticated lending solutions and excellent service to our clients.
Technical Skills and Industry Knowledge
  • Ability to consistently structure mortgage solutions for clients with complex balance sheets and cash flows.
  • Ability to analyze client's balance sheet, cash flow, risk tolerance and financial objectives to propose a customized, complex mortgage structure that meets the client's needs and falls within the Firm's risk parameters
  • Excellent communication and negotiation skills; ability to effectively design and sell alternative financing solutions when structure desired by client differs from the Firm's standards.
  • Deep understanding of the high net worth and ultra-high net worth client profile and of the mortgage industry and its product offerings.
  • Excellent sales skills and ability to recommend structures to external and internal clients.
  • Self-motivator and ability to facilitate change
Client and Interpersonal Skills
  • Ability to partner with Wealth Managers and Bankers to create an outstanding client experience.
  • Excellent communication skills required for in person and by phone meetings with clients and all parties related to the mortgage transaction.
  • Consensus and relationship building skills necessary to operate as the mortgage solution expert on the WM integrated client teams. 
  • Strong disciplined sales management/ business development skills needed to generate mortgage leads from Bankers/ Wealth Managers.
Key Responsibilities
  • Originate  loan volume to meet Wealth Management goals
  • Structure and price new mortgage opportunities
  • Coordinate internal credit approval process, effectively functioning as the bridge between credit processing and underwriting, the client and the integrated team members
  • Assist credit underwriters obtain credit approval by participating in credit meetings and providing industry and client knowledge to the credit discussion.
  • Participate in banking team meetings to train integrated team members, and in client meetings to discuss mortgage solutions.
  • Residential Real Estate Mortgage Lending experience
  • Undergraduate Degree
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