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Wealth Management - Private Bank - Lending Solutions Portfolio Assistant

Req #: 170097800
Location: San Francisco, CA, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments to grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.
Primary Function:
Lending Solutions partners with clients to strategically match credit needs with the bank’s depth of solutions.  The strategic approach includes a long-term vision to ensure a client is supported through all market cycles.  A Lending Solutions Portfolio Assistant works closely with a team of professionals to originate and maintain a diverse portfolio of credit facilities.  As a primary owner of portfolio maintenance, an Assistant’s strong organizational skills are necessary to ensure timely delivery to clients and to help identify areas of risk.
  •  Develop a basic knowledge of lending solutions available to clients (e.g. facilities supported by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft)
  • With guidance from an experienced Lending Advisor, help coordinate the origination, modification, and renewal of credit facilities   
  • Manage the collection and organization of confidential client financial information
  • Partner with internal credit groups to ensure timely deal progression
  • Coordinate with clients to help with document delivery and deal completion
  • Oversee and help resolve risk exceptions (e.g. covenants, delinquency, needed documents)
  • Partner with Client Service Group to resolve credit related service inquiries
  • Assist Lending Advisor with various administrative, research, and reporting tasks
  • 2 years of experience in wealth management
  • Experience using Microsoft office programs including excel, power point and Adobe PDF
  • Good judgment and discretion working with highly confidential information
  • Superior multi-tasking and organizational skills
  • The ability to be a dynamic member of a team
  • Demonstrated aptitude for sales and client relationship management
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