1+ months

Wealth Management - Private Bank - Lending Advisor - Vice President - Orange County, CA

Irvine, CA 92606
  • Job Code
    190032744

Wealth Management - Private Bank - Lending Advisor - Vice President - Orange County, CA

Req #: 190032744
Location: Irvine, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 5000 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
 
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.
 
Primary Function:
A key member of the J.P. Morgan Private Bank team of specialists, the 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.   
 
  • Acting as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the JP Morgan offering
  • Partner with Banker to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings 
  • Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
  • Play lead role in credit approval process
  • Responsible for deal analysis, due diligence and credit presentations
  • Supervise credit approval memos/restructure memos
  • Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
  • Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
  • Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank
  • Participate in coordination of sales and relationship management effort with Bankers, Investors and Wealth Advisors
 
 
Qualifications:
  • 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
  • Knowledge of commercial real estate
  • 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
 
Requirements
  • 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
  • Completion of formal credit training program

Keyword: consumer%20banking

Categories

Posted: 2019-07-22 Expires: 2019-09-19

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Wealth Management - Private Bank - Lending Advisor - Vice President - Orange County, CA

JPMorgan Chase & Co.
Irvine, CA 92606

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