Wealth Management (GWM) provides advice, strategies and solutions for all aspects of the financial, asset management and wealth transfer needs of high net worth and ultra-high net worth clients.
GWM is dedicated to delivering an outstanding client experience by providing unbiased advice and individual solutions.
Individual will be expected to take a leading role on the due diligence, structuring, preparing credit packages (with business partners), term sheets and loan documentation for our top client transactions and will likely continue with an active post deal monitoring role.
Partner with Lending Advisory to ensure proper communication for delivery of future financials and prepare for upcoming reviews
Help Regional Credit Officers and local senior risk management prepare various ad hoc executive materials for selected stakeholders including leading and organizing credit and portfolio reviews.
This will involve coordinating covenant compliance / exceptions and report to management, run regular meetings to review past dues, and participate in market calls to help resolve issues, for the respective markets.
The candidate should be an excellent communicator, detail-oriented, organized, possess strong analytic skills and have problem solving capabilities.
Individual must be able to work in a high production environment while meeting or exceeding agreed upon targets for volume, timing and quality.
Strong analytical and credit skills. Familiarity with term sheets and loan documentation with ability to take an active role in identifying key issues / concerns around structure and credit
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 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.
Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management. J.
P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named 2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney : Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co.
is an Equal Opportunity Employer