Private Bank Lending MD: UHNW Credit Leader

Next Frontier Capital; Miami (FL); On-site; USD 150,000 - 185,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Specialist for its International Private Bank to manage highly complex borrowing relationships for ultra-high-net-worth clients and to advise on implementation of credit solutions.

You will lead internal sales for credit products, partner with bankers to uncover needs, originate credit leads, and supervise memos while monitoring portfolio risk. The role requires deep credit expertise and wealth-management understanding.

Qualifications

• Seven plus years of experience with extensive credit, loan and deposit products.
• Bachelor’s degree required.
• FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date.
• Prior experience structuring creative and complex credit transactions.
• Completion of formal credit training program.
• Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning.
• Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending.

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 expertise

Bachelor's degree

FINRA licenses

Credit structuring

Credit training

Wealth management

Residential real estate loans

Art lending

Education

Bachelor’s degree

MBA

Job description

JPMorgan Chase & Co. is seeking a Lending Specialist for its International Private Bank to manage highly complex borrowing relationships for ultra-high-net-worth clients and to advise on implementation of credit solutions.

You will lead internal sales for credit products, partner with bankers to uncover needs, originate credit leads, and supervise memos while monitoring portfolio risk. The role requires deep credit expertise and wealth-management understanding.