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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.
As part of the team of specialists, the Lending Advisor is an expert on creditwho provides flexibility for our most complex clients' tailored banking andcredit solutions. Responsibilities:
Develop creative, innovative solutions to new client financings orrestructurings within acceptable credit/risk parameters.
Responsible for business development and revenue growth of loan book by:
Leading the credit marketing effort for China UHNW clients
Understanding the capital structure of existingclients and prospects and advising same
Being attentive to identifying new businessopportunities/asking for referrals
Originate credit leads from existing clients andprospects and participate in new marketing initiatives
Act as local expert for business solutions
Balance objectives of client, new business generation and risk management
Underwrite and execute both loan and derivative structures (with credit risktherein)
Serve as primary contact on credit portfolio and/or key/complex borrowingrelationships
Demonstrate credit/risk management discipline: - Monitor portfolio risk -Change debt structure/risk ratings in response tochanges in risk -Proactively work to improve portfolio quality andprevent loss
Works with Banker on sophisticated credit needs for client penetration andcross selling
Support coordination of sales effort with Bankers, Investors,Fiduciary Administrators and Wealth Advisors
Provide guidance to junior staff
Degree holder or above
8+ years' experience with bank loan, mortgage, loan, credit and derivativeproducts
Experience and proven success with banking concepts including, but notlimited to: securities-backed loans, share-backed financing, concentrated collateral loans,aircraft lending, commercial real estate and bridge loans
Sales experience including: profiling, overcoming objections,negotiation, team selling approach, closing the sale and asking for referrals
Knowledge of account maintenance procedures, loan closing procedures, creditadministration and compliance procedures
Demonstrated understanding of wealth management including, but notlimited to: investing, trust and financial planning
High level of analytical skills, including financial analysis
Ability to identify and analyze credit opportunities and the attendantcredit risks
Familiarity and expertise with credit documentation
Ability to maintain a balance between marketing and credit risk roles
Expertise in credit and derivatives transactions
Experience in structuring complex transactions
Completion of formal credit training program
Written and spoken fluency in English and Mandarin (Cantonese beneficial);knowledge and experience in doing credit business in China