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Asset & Wealth Management - Private Bank - Lending Advisor Team Lead - Managing Director / Executive Director

Req #: 180008292
Location: Chicago, IL, US
Job Category: Credit
Potential Referral Amount: 4000 US Dollar (USD)

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.


Partner with Chicago Market Managers and Regional Practice Lead to direct a single Lending Solutions team to serve all client segments of The Private Bank.


Primary Function:

A key member of the J.P. Morgan Private Bank team of specialists, the Team Lead 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.  


Key activities will include:

    1. Serve as a player/coach to assist Lending Advisors’ execution of practice priorities/initiatives.

    2. Ensure communication and implementation of practice initiatives with the integrated team

    3. Regular communication and escalation of high profile transactions/key issues to practice and local leadership.

    4. Coordinate the development and execution of the lending team business plan to achieve double-digit loan growth (e.g. client strategies, calling results to lead appropriate results).

    5. Maintain responsibilities of a senior Lending Advisor

    6. Effective resources management:

      • Ensure appropriate lender alignment of Chicago client verticals and/or banker teams.

      • Serve as primary developer of junior talent along with other lending team members.

      • Build pipeline of lending talent in Chicago market (both in and away from JPM) as appropriate

      • Direct management of Lending Advisors and Portfolio Assistants

    7. Ensure pipeline accuracy

    8. Active and contributing member of the Chicago Leadership team, working closely with Market Managers (across all wealth segments) and the Market Investment Team Lead.

  • 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
  • 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

JP Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V. 
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