Wealth Management - Latin America Private Bank - Lending Professional - Brazil Team - Analyst - New York, NY at JPMorgan Chase Bank, N.A.

Posted in General Business 5 days ago.

Type: Full-Time
Location: New York, New York





Job Description:

J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments to grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.

Primary Function

Lending Solutions partners with clients to strategically match credit needs with the bank's depth of solutions. The strategic approach includes a long-term vision to ensure a client is supported through all market cycles. A Lending Solutions Professional works closely with a team of Lending Specialists to originate and maintain a diverse portfolio of credit facilities. As a primary owner of portfolio maintenance, the Lending Solutions Professional most possess strong organizational skills to ensure timely delivery to clients and to help identify areas of risk.


  • Develop a basic knowledge of lending solutions available to clients (e.g. facilities supported by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft)
  • With guidance from an experienced Lending Specialist, help coordinate the origination, modification, and renewal of credit facilities
  • Manage the collection and organization of confidential client financial information
  • Partner with internal credit groups to ensure timely deal progression
  • Coordinate with clients to help with document delivery and deal completion
  • Oversee and help resolve risk exceptions (e.g. covenants, delinquency, needed documents)

  • Partner with Client Service Group to resolve credit related service inquiries
  • Assist Lending Specialists with various administrative, research, and reporting tasks
  • Oversee the ongoing maintenance of the local Brazil loan book that was transferred to the Corporate Investment Bank

Qualifications:

  • 2 years of experience in wealth management
  • Experience using Microsoft office programs including excel, power point and Adobe PDF
  • Good judgment and discretion working with highly confidential information
  • Superior multi-tasking and organizational skills
  • The ability to be a dynamic member of a team
  • Demonstrated aptitude for sales and client relationship management

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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