Lending Advisory Analyst for UHNW Wealth Solutions

JPMorgan Chase Bank, N.A.; Hong Kong; 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

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.