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Asset Management - Lending Advisor - Vice President or Executive Director - JP Morgan Private Bank

Req #: 170089267
Location: Seattle, WA, US
Job Category: Relationship Management/Sales
Job Description:
Primary Function:
A key member of the J.P. Morgan Private Bank team of specialists, the Capital Advisor manages our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra high net worth clients and advising on implementation.   
 
  • Acting as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the JP Morgan offering
  • Partner with Banker 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
  • Play lead role in credit approval process
  • Responsible for 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
  • Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank
  • Participate in coordination of sales and relationship management effort with Bankers, Investors and Wealth Advisors
Qualifications:
  • 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
  • Knowledge of capital markets and macro interest rate environment
  • Advanced analytical skills, including financial analysis and the ability to identify and analyze credit opportunities and the attendant credit risks
  • Knowledge of account maintenance, loan closing, credit administration and compliance procedures
  • Ability to communicate sophisticated credit concepts to all levels of clients and prospects
  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
  • Ability to work in a team based environment and assist in the development and retention of junior team members
 
Requirements
  • Seven plus years of experience with extensive credit, loan and deposit products
  • Bachelors degree required; MBA preferred
  • Prior experience structuring creative and complex credit transactions
  • Completion of formal credit training program
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