JOB DESCRIPTION
Job Responsibilities & Activities
J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $2.1 trillion in client assets globally.
Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services, special advisory services and more.
The International Private Bank (IPB) consists of three regions – APAC, EMEA, and Lat Am, as well as the Global Families Group (GFG), covering U.S. families living abroad and international families who have businesses and personal interests in the U.S. Offering more than 1,000 advisors, the IPB works with clients from 80+ countries, does business in nine languages, and works alongside more than 30 regulators.
This India team would play a support role to the Private Bank Advisors, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle
(however the India team members would not have any direct client interaction and not be involved in licensed activities, they will be responsible to partner/support the Client Advisors)
Job Summary
The team is aligned one to one with the Lending Specialist Advisors for a particular or couple of Offices and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Lending Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it. The India partner is also required to collaborate with WM Lending ecosystems within India to ensure tactical as well as strategic resolution of task requirements.
Sales Support function is an integral part of GPB and the candidate will be responsible to provide fully integrated intelligence, connecting all touch points across the client lifecycle to help drive new client acquisition as well as deepening of books of existing clients.

Job responsibilities:

• Collaborate with bankers and lending specialists to design and implement tailored credit solutions
• Oversee the entire deal execution process, ensuring timely and accurate completion of all loan requests within the system
• Assist in the preparation of presentations, detailed proposal memos, and marketing materials for both internal and external stakeholders
• Partner with the Lending Team to obtain and verify financials and other required documents for accuracy. Work closely with credit risk officers to handle waivers and exceptions
• Coordinate with Underwriting to review financial information required for annual reviews and implement necessary changes for clients
• Partner with Lending Team to obtain receipt of financials 3-4 months ahead of Annual Review from the client. Coordinate with Underwriting and Lending Specialist on amendment changes needed for the client
• Submit loan pricing tools and obtain approvals, if needed. Coordinate with internal and external teams on information needed to generate documents
• Receive executed documents and preview for accuracy before submitting to WLS for booking
• Lead portfolio review meetings to proactively monitor and manage portfolio health. Collaborate with service teams to address and resolve general queries
• Produce ad-hoc and regular management reports, including stress test scenarios and data analysis
• Support various team initiatives by providing data-driven insights and analysis

Required qualification :

• MBA / CA with 1+ years of experience
• Experience working in credit risk, credit documentation or lending experience
• Proficiency in Excel, Word and Power Point, knowledge and experience of systems such as Bloomberg is advantageous
• High level of attention to detail to ensure all work adheres to credit policy and bank's standard
• Teamwork ethic and focus; ability to work under pressure and meet deadlines
• Good organizational skills and ability to work with minimal supervision. Strong communication (written/verbal) and interpersonal skills
• Experience working with teams from different backgrounds. Fluency in English

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.


ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.