Global Private Banking Lending MD – UHNW Credit Leader

JP Morgan Chase; Miami (FL); On-site; USD 130,000 - 180,000; Full time

Job summary

JPMorgan Chase in the United States seeks an experienced Lending Specialist for the International Private Bank to manage complex borrowing relationships and present credit solutions to ultra-high-net-worth clients. You will work with bankers, market managers and investors to originate leads, perform due diligence and lead credit presentations while guiding debt structures in a dynamic market.

A Bachelor's degree and FINRA Series 7 and 66 licenses are required; seven plus years of experience with

Qualifications

• Seven plus years of experience with extensive credit, loan and deposit products.
• Completion of formal credit training program.
• Demonstrated understanding of wealth management including investment management, trusts and financial planning.
• Expert knowledge of and proven success with complex credit products and concepts.

Responsibilities

• Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering
• Partner with Bankers 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
• Handle 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

Skills

Credit products experience

Financial analysis

Wealth management knowledge

Deal structuring

Client relationship management

Communication proficiency

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Job description

JPMorgan Chase in the United States seeks an experienced Lending Specialist for the International Private Bank to manage complex borrowing relationships and present credit solutions to ultra-high-net-worth clients. You will work with bankers, market managers and investors to originate leads, perform due diligence and lead credit presentations while guiding debt structures in a dynamic market.

A Bachelor's degree and FINRA Series 7 and 66 licenses are required; seven plus years of experience with