Chase Careers | Wealth Management - Private Bank - Lending Solutions Sales Assistant, Houston

JPMorgan Chase & Co

Job Description

Wealth Management - Private Bank - Lending Solutions Sales Assistant

Provide support to Capital Advisor in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of private clients.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• Execution of client needs on more complex credit offerings

• Provide client management support once deal is originated

• Works with client to obtain proper financials / paperwork

• Coordinates with middle office

• Oversees closing and funding

• Assist the Capital Advisor with preparation for client meetings

• Support the Capital Advisor with managing portfolio

• Identify deposit sales opportunities

Job Requirements

• Ability to work both independently and as a team player

• Excellent communication skills, both written and oral

• 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

• Knowledge of JPMorgan product offerings

• College degree or equivalent financial services/banking industry experience required

Job Details

Company Name: JPMorgan Chase & Co

Employment Type: Full-time

Job Location: Houston, TX, United States

Apply