Wealth Management - Private Bank - Lending Solutions Sales Assistant - Los Angeles, CA at JPMorgan Chase Bank, N.A. in Los Angeles, California

Job Description:

Wealth Management - Lending Solutions Portfolio Assistant

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 Portfolio Assistant works closely with a team of professionals to originate and maintain a diverse portfolio of credit facilities. As a primary owner of portfolio maintenance, an Assistant's strong organizational skills are necessary 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 Advisor, 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 Advisor with various administrative, research, and reporting tasks

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 managementJ.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.

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.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