Job Responsibilities:
- Identify, pursue and execute on opportunities for prospect clients across a broad range of financial products and services.
- Manage complex, multi-product client relationships as the primary relationship manager and capable of driving business independently.
- Oversee onboarding, implementation and service efforts across multiple internal business partners.
- Assist in preparing and reviewing marketing materials for use in client meetings covering topics such as financing, working capital optimization, industry and peer analysis.
- Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests.
- Initiate and maintain strategic dialogue with existing clients, advisors and prospects to generate ongoing corporate finance, treasury services and credit opportunities.
- Strictly comply with all regulatory and JP Morgan Compliance rules, policies, and procedures.
Required Qualifications, Capabilities and Skills:
- Bachelor Degree in Finance, Economic, or other related fields.
- A minimum of 6 years of experience as an outstanding client/relationship manager.
- Strong knowledge of the local market and proven client relationship skills.
- Able to call at the Founder/CEO/CFO level and strong corporate finance, credit, and transaction execution skills.
- Strong leadership abilities in financial services sales and business development.
- Solid credit, analytical, and problem-solving skills.
- Excellent communications skills.
- Knowledge of credit, corporate finance, treasury, investment banking, and other banking products with execution experience.
- Self-motivated, dependable and strong intellectual curiosity.
- A top individual contributor, with a strong performance track record.
Preferred Qualifications, Capabilities and Skills:
- Knowledge and existing networks in the local technology and venture capital sectors.
- Knowledge and experience in Corporate Banking or Investment Banking is preferred.