Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Wealth Management, UHNW Lending Advisor, Hong Kong Team - Executive Director/Vice President

AT JPMorgan Chase
JPMorgan Chase

Wealth Management, UHNW Lending Advisor, Hong Kong Team - Executive Director/Vice President

Hong Kong

Our Lending Advisory team bring a strategic approach, tailored strategies and a holistic understanding of clients' borrowing needs in the context of their overall portfolio. Borrowing can play an important role in helping our clients reach your financial goals. That's why we offer an extensive range of credit strategies to provide them with financing whenever they need it-whether for short- or longer-term liquidity, new acquisitions or investment opportunities.

Job Summary

As a Senior Lending Advisor in our Hong Kong team, you will serve as an expert on credit who provides flexibility for our most complex clients' tailored banking and credit solutions.

Job Responsibilities

  • Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters.
  • Drive business development and revenue growth of loan book by:

Want more jobs like this?

Get Management jobs in Hong Kong delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.
  • Leading the credit marketing effort for the local market teams
  • Understanding the capital structure of existing clients and prospects and advising same
  • Being attentive to identifying new business opportunities/asking for referrals
  • Originate credit leads from existing clients and prospects and participate in new marketing initiatives
  • Balance objectives of client, new business generation and risk management
  • Underwrite and execute both loan and derivative structures (with credit risk therein)
  • Serve as primary contact on credit portfolio and/or key/complex borrowing relationships
  • Demonstrate credit/risk management discipline, monitor portfolio risk, change debt structure/risk ratings in response to changes in risk, and proactively work to improve portfolio quality and prevent loss
  • Work with Bankers on sophisticated credit needs for client penetration and cross selling; Support coordination of sales effort with Investors, Fiduciary Administrators and Wealth Advisors

  • Required Qualifications, Capabilities, and Skills

    • Degree holder or above, with a minimum 7 years of experience with bank loan, mortgage, loan, credit and derivative products
    • Experience and proven success with banking concepts including, but not limited to: investment real estate loans, concentrated collateral loans, aircraft lending, commercial real estate and bridge loans
    • Experience in structuring complex transactions, credit and derivatives transactions
    • Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
    • Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning
    • High level of analytical skills, including financial analysis
    • Ability to identify and analyze credit opportunities and the attendant credit risks
    • Familiarity and expertise with credit documentation
    • Completion of formal credit training program

    Preferred Qualifications, Capabilities, and Skills

    • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
    • Written and spoken fluency in English required with Mandarin and/or Cantonese a definite plus


    ABOUT US

    J.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. 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.

    ABOUT THE TEAM

    J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

    Client-provided location(s): Hong Kong
    Job ID: JPMorgan-210529623
    Employment Type: Full Time