JOB DESCRIPTION
Wealth Management - Private Bank - Lending Professional , Analyst
Lending Professionals partner with clients to strategically match credit needs with the bank’s depth of solutions. The strategic approach includes a long-term vision to ensure a client is supported through all market cycles. A Lending Professional works closely with a team of professionals to originate and maintain a diverse portfolio of credit facilities. As a primary owner of portfolio maintenance, a Lending Professional’s strong organizational skills are necessary to ensure timely delivery to clients and to help identify areas of risk.
Job Responsibilities:
Required Qualifications, Capabilities and Skills:
2 years of experience in Wealth Management
- Solid understanding of legal documentation, coordinating commercial real estate transactions and/or loan closing activities
Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision.
Ability to understand and navigate bank systems under tight timelines and deadlines
Good judgment and discretion working with highly confidential information
Superior multi-tasking and organizational skills
Demonstrated ability for sales and client relationship management
Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF
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
Learn more about J.P. Morgan Private Bank & our capabilities in the meantime at: https://am.jpmorgan.com/private-bank/public/gl/en/home
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
