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J.P. Morgan Private Bank Lending Advisor - Global Investment Opportunities (GIO) 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 GIO provides coverage to many of the firm's largest and most sophisticated clients. As a key member of the GIO team, the Lending Advisor will be responsible for driving credit origination in the GIO portfolio, and maintaining and deepening credit relationships with GIO clients covered in the U.S. The Lending Advisor will work closely with the integrated client coverage team to develop structured credit solutions and provide general liability management advice to GIO clients and prospects. The Lending Advisor will also have responsibility to the broader Lending Solutions practice as a subject matter expert on concentrated asset financing, and will coordinate across lines of business to deliver the firm to the Private Bank's client base.
As sales leader for the credit product, working seamlessly with GIO team members, Lending Advisors nationally and related coverage teams, drive the value proposition of the credit product and ensure credit is a core part of the J.P. Morgan offering
Partner with the integrated client coverage team to understand client liability structure and deliver tailored financing ideas and solutions
Coordinate across lines of business to deliver the firm and offer the most appropriate financing solutions
Originate financing leads from prospects and existing clients; lead lending-related marketing initiatives and campaigns
Play lead role in facilitating the credit approval process
Partner with credit underwriting to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance
Monitor portfolio risk, maintain portfolio quality and prevent loss
Generate ideas / opportunities to leverage across Lending Solutions by sharing success stories and ideas with other Lending Advisors and with clients
Participate in the coordination of sales and relationship management effort with Bankers, Investors and Wealth Advisors covering clients in local markets
Ensure transactions are conducted within risk policies and regulatory guidelines
Expert knowledge and experience in executing complex credit transactions including financing of highly structured investment carry trades, single-stock and concentrated securities, derivative-based solutions, and alternative investments. In addition, expertise is required in the field of securities-based lending, mortgage finance, art and aircraft finance and unsecured lending
Highly proficient knowledge of financial and capital markets
Credit trained, with advanced business and financial analytical skills
Knowledge of account maintenance, loan closing, credit administration and compliance procedures
Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Demonstrates understanding of wealth management including 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
10 years experience in highly-structured custom credit, loan and deposit products
Bachelors degree required; MBA preferred
Completion of formal credit training program
[Series 7 license required for position; however, unlicensed candidates considered but required to obtain license within 90 days of start date]
J.P Morgan offers an exceptional benefits program and a highly competitive compensation package. J.P. Morgan is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
Internal Number: 6309493
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