Teams at JPMorganChase

Manage a portfolio of ~80-100 business clients (>$5M revenue), deepen relationships, drive deposit acquisition and cash management, identify and manage credit opportunities up to ~$15M, collaborate with branch and product specialists to onboard treasury solutions, provide tailored financial advice, pursue referrals to grow primary bank share, and ensure risk and regulatory compliance.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a book of business through client acquisition, relationship management, personalized investment solutions, partner referrals, and goals-based planning. Educates clients on digital banking and investment technology while maintaining strong knowledge of financial markets, integrity, and regulatory compliance.

Advise private banking clients on capital structure and tailored lending solutions. Responsibilities include pitching prospects, identifying opportunities, maintaining borrower relationships, structuring and negotiating loans, managing credit risk, resolving credit issues, and coordinating with Credit Risk on underwriting. The role requires expertise in secured lending, real estate loans, commercial lending, wealth management, banking products, and regulatory procedures.