International Private Bank - Lending Advisory Analyst

JPMorgan Chase Bank, N.A.; Hong Kong Island; On-site; HKD 360,000 - 480,000; Full time

Job summary

JPMorgan Chase Bank, N.A. International Private Bank is seeking a Lending Advisory Analyst in Asia-Pacific to join the Advisor Training Program.

You will provide day-to-day analytical and execution support to Lending Advisors serving UHNW clients, helping deliver customized credit solutions. You will prepare deal analytics, coordinate the credit process end-to-end with internal partners, and maintain strong risk, control, and documentation discipline.

Qualifications

• Less than 1 year of experience in banking, credit, wealth management, or financial services.
• Strong analytical and problem-solving skills; ability to work with financial information and produce clear, accurate outputs.
• Excellent organization and prioritization; ability to manage multiple concurrent requests with strong follow-through.
• High attention to detail and strong ownership mindset in a fast-paced environment.
• Sound judgment and discretion in handling confidential client information.
• Strong written and verbal communication skills; comfortable partnering with senior stakeholders and cross-functional teams.
• Advanced Excel analysis and scenario work and strong PowerPoint outputs.
• Interest in UHNW client lending and internal processes quickly.

Responsibilities

• Prepare client-ready and management-ready materials (term summaries, deal comparisons, pipeline updates, presentations).
• Perform scenario/sensitivity analysis to support deal structuring and decision-making.
• Support execution of new loans, renewals, amendments, and periodic credit reviews by coordinating inputs, tracking approvals, and driving follow-ups.
• Manage requests and documentation for credit packages (e.g., credit documents, client financial information/PFS where applicable).
• Assist Lending Advisors with pre-meeting preparation (analytics, materials, agendas) and post-meeting actions (minutes, next steps, documentation).
• Track and support management of covenants, exceptions, conditions, and key deliverables through the lifecycle of the credit.
• Support collateral monitoring and margin/eligibility-related communications to relevant internal stakeholders.
• Partner with internal stakeholders to identify, elevate, and resolve issues while adhering to all risk and control policies and regulatory guidelines.

Skills

Analytical thinking

Problem solving

Organization

Attention to detail

Communication

Team collaboration

Discretion

Education

Finance, Economics, Business, Engineering or quantitative disciplines

Tools

Excel

PowerPoint

Job description

International Private Bank - Lending Advisory Analyst

Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise.We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.

As a Lending Advisory Analyst in Wealth Management, you will provide day-to-day analytical and execution support to a team of Lending Advisors serving Ultra-High Net Worth (UHNW) clients across Asia. You will help deliver customized credit solutions by preparing deal analytics and materials, coordinating the credit process end-to-end with internal partners (e.g., Credit Risk, Lending Operations, Legal), and maintaining strong risk, control, and documentation discipline. You'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. As a future Advisor you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Job Responsibilities

• Prepare client-ready and management-ready materials (term summaries, deal comparisons, pipeline updates, presentations).
• Perform scenario/sensitivity analysis to support deal structuring and decision-making.
• Support execution of new loans, renewals, amendments, and periodic credit reviews by coordinating inputs, tracking approvals, and driving follow-ups.
• Manage requests and documentation for credit packages (e.g., credit documents, client financial information/PFS where applicable)
• Assist Lending Advisors with pre-meeting preparation (analytics, materials, agendas) and post-meeting actions (minutes, next steps, documentation).
• Track and support management of covenants, exceptions, conditions, and key deliverables through the lifecycle of the credit.
• Support collateral monitoring and margin/eligibility-related communications to relevant internal stakeholders.
• Partner with internal stakeholders to identify, elevate, and resolve issues while adhering to all risk and control policies and regulatory guidelines

Required Qualifications, Capabilities, and Skills

• Less than 1 yearof experience (or relevant internships) in banking, credit, wealth management, or financial services.
• Strong analytical and problem-solving skills; ability to work with financial information and produce clear, accurate outputs.
• Excellent organization and prioritization; ability to manage multiple concurrent requests with strong follow-through.
• High attention to detail and strong ownership mindset in a fast-paced environment.
• Sound judgment and discretion in handling confidential client information.
• Strong written and verbal communication skills; comfortable partnering with senior stakeholders and cross-functional teams.
• AdvancedExcel(analysis, scenario work, clean outputs) and strongPowerPoint(structured, polished materials).
• Interest in financial markets and credit fundamentals; willingness to learn UHNW client lending and internal processes quickly.

Preferred Qualifications, Capabilities, and Skills

• Academic background in finance, economics, business, engineering, or quantitative disciplines preferred