Senior Lending Strategist for UHNW Credit Solutions

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Lending Specialist to manage complex borrowing relationships within the U.S. Private Bank. This role involves collaborating with a talented team to present credit solutions to ultra-high net worth clients. The ideal candidate should have over seven years of extensive credit experience, a Bachelor’s degree (MBA preferred), and relevant FINRA licenses. Key responsibilities include overseeing credit marketing initiatives, conducting due diligence, and managing portfolio risk. This position is based in New York and requires strong sales and communication skills.

Qualifications

• Seven plus years of experience with extensive credit, loan and deposit products.
• Demonstrated understanding of wealth management including investment management and financial planning.
• FINRA Series 7 & 66 licenses required.

Responsibilities

• Act as internal sales leader for the credit product.
• Partner with Bankers to uncover needs and deliver solutions.
• Originate credit leads from prospects and existing clients.

Skills

Credit and loan products

Sales experience

Understanding of wealth management

Education

Bachelor's degree

MBA

Job description

JPMorgan Chase & Co. is seeking a Lending Specialist to manage complex borrowing relationships within the U.S. Private Bank. This role involves collaborating with a talented team to present credit solutions to ultra-high net worth clients. The ideal candidate should have over seven years of extensive credit experience, a Bachelor’s degree (MBA preferred), and relevant FINRA licenses. Key responsibilities include overseeing credit marketing initiatives, conducting due diligence, and managing portfolio risk. This position is based in New York and requires strong sales and communication skills.