The U.S. Private Bank advises the wealthiest families in the U.S. through 45 offices and is one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.
A key member of the J.P. Morgan Private Bank team of specialists, the Team Lead Lending 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.
Key activities will include:
Serve as a player/coach to assist Lending Advisors’ execution of practice priorities/initiatives.
Ensure communication and implementation of practice initiatives with the integrated team
Regular communication and escalation of high profile transactions/key issues to practice and local leadership.
Coordinate the development and execution of the lending team business plan to achieve double-digit loan growth (e.g. client strategies, calling results to lead appropriate results).
Maintain responsibilities of a senior Lending Advisor
Effective resources management:
Ensure appropriate lender alignment of Chicago client verticals and/or banker teams.
Serve as primary developer of junior talent along with other lending team members.
Build pipeline of lending talent in Chicago market (both in and away from JPM) as appropriate
Direct management of Lending Advisors and Portfolio Assistants
Ensure pipeline accuracy
Active and contributing member of the Chicago Leadership team, working closely with Market Managers (across all wealth segments) and the Market Investment Team Lead.
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