Senior Private Bank Lending Advisor

Aumni; Greenwich (CT); Hybrid; USD 130,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Greenwich, CT seeks a Lending Specialist for the U.S. Private Bank to advise clients on capital structures and tailor credit solutions to client needs. The role requires strong credit risk expertise, knowledge of banking products, and the ability to navigate wealth management concepts.

The position involves pitches, client dialogue, and execution of loan structures within risk and policy frameworks, with the potential for comprehensive rewards and benefits.

Qualifications

• Bachelor degree required.
• Five+ years of credit risk experience in financial services.
• In-depth knowledge of bank loan, deposit, mortgage and credit products.
• Ability to understand wealth management including investing, trust and financial planning.

Responsibilities

• Participate in pitches to existing and prospective clients.
• Analyze the book of existing clients to identify new opportunities.
• Maintain dialogue with borrowing clients and advise on loan structures.
• Structure solutions within risk parameters and policies.

Skills

Credit risk

Bank loans

Wealth management

Series 7 license

Series 66 license

Education

Bachelor degree

MBA

Job description

JPMorgan Chase & Co. in Greenwich, CT seeks a Lending Specialist for the U.S. Private Bank to advise clients on capital structures and tailor credit solutions to client needs. The role requires strong credit risk expertise, knowledge of banking products, and the ability to navigate wealth management concepts.

The position involves pitches, client dialogue, and execution of loan structures within risk and policy frameworks, with the potential for comprehensive rewards and benefits.