Ipb Lending Specialist Vice President jobs at Jpmorgan in Italy, Milan

The role

• Responsible for their own clients and book of business
• Supporting senior Lending Advisors offering the full range of credit solutions
• Working across a complex private client base
• Assisting on the structure and negotiation of fixed asset finance
• Credit lifecycle management: the candidate will own the full credit lifecycle, from obtaining financial disclosure, working with underwriters, managing the credit approval process, preparing documentation, right through to loan execution and drawdown, and post-closing checks
• Attending meetings and partnering with Advisors on pre- and post-meeting actions
• Conduct loan pricing and return on equity analysis for Advisors
• Preparing presentations and management information analysis
• Oversee collateral monitoring and management and communicating margins to clients and internal stakeholders limits

The VP will support Advisors to oversee private client and offshore SPV entities by providing thoughtful solutions based on each client’s objectives. The individual will become comfortable in understanding the role of credit in optimizing clients’ balance sheets, understand J.P. Morgan’s suite of credit solutions and how they can best be utilized to achieve client goals, and will learn to act as the client’s trusted adviser on a range of matters. The VP will act as a liaison between Advisors and support functions to assist on execution of various processes, including credit analysis and modelling, risk management, credit reviews, covenant monitoring, liaising with external counsel and drafting execution documents.

Skills Required:

Experience in fixed asset finance.

• Proactive self-starter with a can do attitude.
• Ability to work both independently and as a team-player
• Excellent communication skills - both verbal and written
• Excellent attention to detail, time management and organization skills
• Comfortable working under pressure and meeting a range of competing deadlines
• Good interpersonal skills and team-player
• Exceptional follow-up and follow-through skills
• Strong proficiency in Excel and PowerPoint

Job summary:

As a Client Advisor, Italy, Vice President within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Job responsibilities:

• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required qualifications, capabilities and skills:

• Significant experience in Private Banking working with high net worth individuals or related fields within financial services
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network

Preferred qualifications, capabilities and skills:

• Asset allocation / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship