Wealth Management - Private Bank –Firm Specialist
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Within the Private Bank’s Financial Sponsors Group (FSG), private equity and venture capital firms are offered management company lines of credit, fund sublines, and professional loan programs. The Firm Management Team (FMT) staffed by Firm Managers (FM), will support FSG clients by overseeing day-to-day execution and lifecycle management across these products. FMs serve as the primary point of contact for portfolio-related client asks and coordinate closely with lenders, underwriting, credit risk, bankers, legal, and department managers to promote discipled execution and consistent portfolio oversight.
Primary Function:
- Serve as the primary coordination point for portfolio-related client requests and ongoing facility management.
- Manage annual reviews, renewals, amendments, subsequent originations, covenant compliance, borrowing-base requirements, and other portfolio maintenance activities.
- Coordinate credit execution across underwriting, credit risk, legal, closing, operations, and other internal stakeholders.
- Preview client requests, evaluate execution requirements, and coordinate necessary approvals.
- Prepare or coordinate term sheets, diligence requests, underwriting submissions, documentation, booking, and post-closing activities.
- Serve as the client-facing escalation point for covenant matters, annual review requirements, execution issues, and persistent non-response.
- Maintain sponsor-level one-pagers containing relationship information, lending exposure, key facility terms, internal coverage, material developments, and upcoming obligations.
- Participate in pipeline and client meetings and provide clear status reporting on active transactions and portfolio requirements.
- Partner with offshore analysts by assigning work, reviewing deliverables, approving client communications, and managing open items.
- Identify portfolio trends, recurring client issues, process gaps, and opportunities to improve execution.
- Support consistent application of policies, procedures, controls, and quality standards across the portfolio.
Qualifications:
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2 years of experience in Finance, Wealth Management or Banking preferred
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A Bachelor’s Degree
- Demonstrated ability for sales and client relationship management
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Strong communication, decision-making and interpersonal skills
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Excellent organizational and time-management skills and attention to detail
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Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision
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Experience using Microsoft Office programs including Excel, PowerPoint and Adobe PDF
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Two years of experience in finance, wealth management, or banking
- Bachelor's degree
- Demonstrated ability in sales and client relationship management
- Strong communication, decision-making, and interpersonal skills
- Excellent organizational and time-management skills with attention to detail
- Ability to take initiative and proactively support the team
- Confidence executing projects with limited supervision
- Experience using Microsoft Excel, Microsoft PowerPoint, and Adobe PDF
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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