דרושים Jp Morgan Wealth Management - Executive Director ב-גיי פי מורגן ב-United States, San Francisco

Job Responsibilities:

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills:

• Fifteen years plus years of lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge
• Corporate finance expertise and strong transaction execution skills
• FINRA Series 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills:

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

FEDERAL DEPOSIT INSURANCE ACT:

As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of a team that performs independent technical and specialized analysis of Commercial Real Estate relationships, involving complex and larger size portfolios of $250MM+ of debt collateralized primarily by stabilized apartment complexes.

Job Responsibilities

• Performing complex real estate based financial analysis, identifying and interpreting data for management's use in rendering sound credit decisions. Analysis is based on property operating statements, rent rolls, client's financial balance sheet, schedule of real estate owned and verification of deposit statements and understanding of current market conditions and the implication on overall portfolio.
• Completing credit actions (annual family credit reviews) which summarizes the financial analysis completed on a client's portfolio, including recommendations for future business.
• Analyze troubled loans, including quarterly reporting to management.
• Actively contribute to special assignments, including the evaluation of income property loan portfolios, training less experienced credit officer/analyst or division employees, and updating credit policies.
• Formulating new analytical processes and enhancing existing reports to improve the quality of information available to top management.
• Establish and maintain effective relationships with internal and external clients.

Required qualifications, capabilities and skills

• Bachelor's Degree or equivalent experience.
• Minimum 7+ years of relevant experience in credit analysis, risk assessment, credit review and analysis loan review and/or loan workouts.
• Understanding of Commercial Real Estate valuation concepts and methodologies.
• Strong organizational and time-management skills – ability to multitask, prioritize, and work with others in an integrated way to achieve individual objectives and team results.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft desktop tools including Word, Excel, Power Point and the ability to quickly acclimate to proprietary systems.

Preferred qualifications, capabilities and skills

• Working experience with historical property cash flow analysis preferred.
• Experience as a loan underwriter in commercial real estate lending is highly desirable.

As the Market Director within our team, you will be at the forefront of representing our brand by utilizing best-in-class banking, lending, investment solutions, and thought leadership, along with cutting-edge digital technology. You will lead and develop a team of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. Your role requires strategic thinking, a passion for exceptional client service, and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels.

Job responsibilities

• Recruit, lead, mentor, and manage a team of exceptional Relationship Managers. Foster their professional growth by providing training and development opportunities. Ensure they deliver the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Spearhead the development and execution of market strategic plans aimed at expanding the affluent client segment. Focus on achieving business objectives by identifying growth opportunities and implementing innovative strategies that align with the JPMorgan Private Client vision.
• Build and maintain strong relationships with key clients and centers of influence. Leverage these relationships to enhance client satisfaction, loyalty, and advocacy, ultimately driving business growth.
• Foster relationships with leaders across various lines of business to identify collaborative opportunities. Work together to enhance client relationships and support prospecting efforts, ensuring a seamless and integrated client experience.
• Promote a culture of excellence, collaboration, and continuous improvement within the team and among internal stakeholders. Encourage open communication, knowledge sharing, and a commitment to delivering outstanding client experiences.
• Establish clear performance expectations for team members. Provide regular feedback and coaching to help them achieve their goals and enhance their skills. Celebrate and recognize performance and outstanding achievements to motivate and retain talent.
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution. Prioritize client satisfaction by addressing concerns with empathy and professionalism, reinforcing the firm's commitment to exceptional client care.
• Represent JPMorgan Chase at industry events and networking opportunities. Enhance the firm's brand visibility and reputation by showcasing its commitment to excellence and innovation in the financial services industry.
• Create and promote a culture of risk management and controls. Ensure that teams operate within the firm's risk and controls framework, including adherence to the firm's Code of Conduct. Take ultimate responsibility for safeguarding clients and the business by acting with appropriate understanding and urgency.

Required qualifications, capabilities, and skills

• Proven track record of growth and leadership with demonstrated success in building a business that features a holistic approach to banking, investments, and lending for affluent clients, with a strong emphasis on personalized client care and strategic growth initiatives.
• Extensive experience (10+ years) in banking, wealth management, or financial services, with a focus on serving affluent clients. At least 5 years of management experience, showcasing a commitment to nurturing talent and fostering a culture of excellence in client service.
• Proven expertise in recruiting, developing, and coaching exceptional professionals who can serve affluent clients across their banking, investment, and lending needs, with a focus on enhancing employee engagement and client loyalty.
• Strong capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building, ensuring the highest level of client care and satisfaction.
• Strong track record in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach, with a focus on innovative strategies for the affluent segment.
• Exceptional interpersonal and communication skills, coupled with strategic thinking abilities, to effectively engage with clients and employees, drive business growth, and uphold a sound risk and controls environment.
• Proven success in building and maintaining internal partnerships across various departments to enhance service delivery and client care, with a focus on collaborative growth strategies.
• Ability to travel 30% of the time; willingness and ability to travel as needed to support strategic growth initiatives and client engagement efforts.

Preferred qualifications, capabilities, and skills

• College degree or military equivalent preferred.