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US-NY: New York-Capital Advisor Associate - Private Wealth Management -...

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Jan 28, 2010, 9:42:49 PM1/28/10
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Job Title: Capital Advisor Associate - Private Wealth Management -...
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2010-01-28

Company Name: JPMorgan Chase & Co
Contact: HR
Phone: email only please
Fax: email only please

Description: JPMorgan Private Wealth Management

Capital Advisor Associate Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking.

Private Wealth Management is J.P.Morgans comprehensive wealth management solution for high net worth clients. Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States. Our model is designed to preserve and grow our clients wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions.

Primary Function

Provide support to Capital Advisors in all facets. The Capital Advisor is an expert on credit, deposit and other banking services.

• Assist Capital Advisor in credit approval process including:

o Credit approval memos/restructure memos

o Direct analysis, due diligence, credit presentation

o Approval of credit transactions

o Review documentation and pricing

• Assist Capital Advisor in business development and revenue growth of deposits and loan by:

o Assisting the credit marketing effort for the local market teams

o Understanding the capital structure of existing clients and prospects and advising same

o Being attentive to identifying new business opportunities/asking for referrals

• Assist Capital Advisor in client reviews to ensure full penetration around the deposit opportunity

• Balance objectives of client, new business generation and risk management

• Gain working knowledge of both loan and derivative structures (with credit risk therein)

• Assist credit portfolio and/or key/complex borrowing relationships

• Demonstrate credit/risk management discipline:

o Monitor portfolio risk

o Change debt structure/risk ratings in response to changes in risk

o Proactively work to improve portfolio quality and prevent loss

Qualifications

Qualifications

• Coachable professional with good "business sense" and an energetic/dynamic personality

• Ability to work both independently and as a team player

• Excellent communication skills, both written and oral

• Strong analytical and quantitative skills

• Ability to multi-task and manage priorities effectively

• Ability to adapt to a rapidly changing business and technology environment

• Exceptional problem-solving skills

• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet

• Ability to learn proprietary software and databases

Position Requirements

• Bachelors degree required

• Sales/originator capabilities

Job Client Services

Primary Location US-NY-New York

Organization Asset & Wealth Management

Schedule Full-time

Job Type Standard

Shift Day Job

Employee Status Regular

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Please refer to Job code 957728 when responding to this ad.


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