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Global Corporate Bank – Relationship Management Professional - Financial Institutions Group – Vice President

Req #: 170113714
Location: New York, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

J.P. Morgan’s Corporate & Investment Bank (CIB) is a premier corporate and investment bank with a full suite of global financial services and capabilities. The world’s most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business in more than 100 countries. We offer strategic advice, lend money, raise capital, help manage risk, extend liquidity, buy and sell securities and provide many other banking services in markets around the world.

The Global Corporate Bank manages J.P. Morgan's overall relationships with many large corporations and financial institutions globally, helping them solve problems and grow. Clients benefit from dedicated coverage provided by experienced corporate bankers, who deliver the firm's extensive product platform and presence in more than 60 countries worldwide.

As a member of the North American Global Corporate Banking – Financial Institutions Group (NA FIG GCB) team, you will assist the corporate bankers in relationship management activities by providing consistent, high quality support to ensure excellent client experience.

Position Objective:
Assist the NA GCB FIG industry bankers with ongoing management of client relationships, including but not limited to:

  • Act as a liaison with the client, client team, credit and other business partners, including subsidiary bankers and product sales across regions to help deliver the firm to the client
  • Support ad hoc requests from clients, interacting across internal stakeholders 
  • Work with client and product partners to obtain all necessary documents for product delivery and to ensure products and services are implemented in accordance with client expectations
  • As part of transaction execution support, work with Wholesale Client On-boarding (WCOB) teams to address requirements for new client legal entity on-boarding and new business implementations to ensure timely and quality completion of KYC and AML related inquiries and provide transaction support
  • Assist with ensuring assigned client portfolio is kept current with all aspects of the firm’s KYC/MAL requirements
  • Monitor credit exposure  across the family relationship and partner with Credit Risk on credit related asks
  • Maintain parent support related documentation
  • Play a lead role in Trade/LC execution
  • Manage due diligence, credit, coverage, reference data and other requirements resulting from corporate actions
  • Participate in client planning activities and client calls

  • Bachelor’s Degree in relevant field
  • Strong Commercial Banking background with experience navigating complex global organizations
  • Proven ability to build and develop relationships. Strong internal network will be critical to success
  • Highly self-motivated to work independently and on broad based teams that cross Lines of Business
  • Broad financial services product knowledge, with knowledge of corporate finance and treasury services products  a plus
  • Excellent verbal and written communication skills
  • Superb attention to detail and time management skills
  • Comfortable working in an environment that is evolving and subject to change
  • Understanding of regulatory, compliance and KYC processes
  • Strong Microsoft office skills including Excel and PowerPoint
  • Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)
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