Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Credit Officer, Senior Associate - Asset Wealth Management

JPMorgan Chase & Co.

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance,you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high net worth and ultra‑high net worth clients by assessing creditworthiness, structuring risk‑appropriate loan solutions, and managing ongoing portfolio risk. You will analyze consumer and business-purpose credit requests, evaluate financial statements and collateral, and apply firmwide risk grading methodologies. The role offers exposure to complex client structures, cross‑border considerations, and close collaboration with Front Office and senior Credit stakeholders while operating within a highly controlled regulatory environment. Job Responsibilities: Evaluate consumer and business-purpose credit requests in accordance with approved Credit Risk policies, standards, and guidelines Analyze personal, business, and entity-level financial statements to assess cash flow, leverage, liquidity, and balance sheet strength Apply JPMorganChase Wholesale Risk Grading Methodology to determine probability of default and ensure compliance with Basel III regulatory requirements Assess collateral, loan structures, covenants, and events of default to evaluate potential loss severity in stress or default scenarios Independently identify, assess, and clearly document key credit risks and mitigating factors impacting repayment capacity Formulate and present clear credit recommendations supported by concise, well-reasoned analysis and rationale Evaluate geopolitical, jurisdictional, and cross‑border risks impacting domestic and international client relationships Partner with Front Office to gather required information, negotiate loan structures, and propose alternative solutions where appropriate Actively manage assigned credit portfolios, including monitoring performance, identifying emerging risks, and escalating issues as needed Escalate complex or higher-risk matters to Credit Executives with proposed solutions and next steps Collaborate with Risk Support and Closing partners to ensure timely, controlled, and compliant execution of approved credit facilities Required Qualifications, Capabilities, and Skills: Bachelor’s degree required, preferably in Finance, Accounting, Economics, or Business Management 3+ years of relevant experience in credit risk, credit underwriting, portfolio management, or related financial analysis roles Strong working knowledge of financial statement analysis, cash flow assessment, and credit risk fundamentals Demonstrated ability to assess collateral, loan structures, covenants, and default scenarios Proficient in Microsoft Excel, Word, and PowerPoint, with the ability to present complex analysis clearly Strong analytical, organizational, and problem-solving skills with exceptional attention to detail Effective written and verbal communication skills, including the ability to articulate risk to various stakeholders Ability to work effectively with colleagues at all levels, including senior risk and front office partners Proven ability to operate in a high-production, deadline-driven environment while meeting quality standards Strong commitment to teamwork, collaboration, and a client-focused mindset Preferred Qualifications, Capabilities, and Skills: Experience supporting wealth management, private banking, or high net worth lending portfolios Familiarity with regulatory capital frameworks and internal risk rating methodologies Exposure to cross-border lending or international client structures Experience partnering directly with Front Office or relationship managers Prior mentoring or informal leadership experience with junior analysts or support partners Knowledge of complex lending products, including secured lending and customized credit solutions This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Credit Officer, Senior Associate - Asset Wealth Management in San Francisco, CA vacancy
  •  ...JPMorgan Chase. As part of Risk Management and Compliance, you are at the center...  ...to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities...  ...close collaboration with Front Office and senior Credit stakeholders while... 
    Senior
    Asset

    JP Morgan Chase

    San Francisco, CA
    2 days ago
  •  ...member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth...  ...and Directors in our Exclusive Family Office with the services provided to clients...  ..., insurance, investment vehicles, asset allocation, estate planning techniques... 
    Senior
    Asset
    Work at office

    ASPIRIANT LLC

    San Francisco, CA
    1 day ago
  • $115k - $160k

     ...The Role Russell Tobin & Associates is currently recruiting for...  ...client, a multi-family office, out of the San Francisco...  ...Responsibilities Support senior Relationship Managers on large, complex family...  ...clients’ outside advisors on wealth transfer, asset protection, philanthropy,... 
    Asset
    Full time
    Work at office

    Russell Tobin

    San Francisco, CA
    13 hours ago
  •  ...Associate, Wealth Management San Francisco, CA IEQ Capital is a Registered Investment Advisor seeking...  ...regarding transactions, such as asset transfers and account opening procedures...  ...Participate in educational sessions with the senior team members to expand the Associate's... 
    Asset
    Internship

    IEQ Capital

    San Francisco, CA
    3 days ago
  • $77.33k - $157.67k

     ...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities...  ...tax returns before, during and after preparation Build and manage client relationships, and supervise, mentor, and develop... 
    Senior
    Asset
    Local area
    Remote work

    KPMG

    San Francisco, CA
    2 days ago
  •  ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional...  ...financial advisors, trust officers, and other...  ...or Brokerage Client Associate.Demonstrated ability...  ...portfolio construction, asset allocation,...  ...standards. A current credit report will be used... 
    Senior
    Asset
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    San Francisco, CA
    5 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax...  ...connections, and learning how to manage and inspire others....  ...increased efficiencies. As a Senior Associate you shall analyze complex problems...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    Second job
    H1b

    PwC

    San Francisco, CA
    6 days ago
  • $77.33k - $157.67k

     ...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities...  ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit... 
    Senior
    Asset
    Local area
    Remote work

    KPMG

    San Francisco, CA
    4 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    San Francisco, CA
    2 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax...  ...connections, and learning how to manage and inspire others....  ...creative tax solutions. As a Senior Associate you will analyze complex problems...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...their tax obligations while managing the impact tax has on their...  ..., now and in the future.As a Senior Manager, you'll work as part...  ...The OpportunityAs part of the Asset and Wealth Management team you... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Francisco, CA
    4 days ago
  • $92.11k - $156.88k

    SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC...  ...all regulatory and internal requirements associated with the assets in their portfolio in accordance... 
    Senior
    Asset
    Remote work

    City National Bank

    San Francisco, CA
    6 days ago
  • $106.25k - $125k

     ...planning, investment management, business...  ...to $70 billion in assets. The Barron’s top...  ...million, our family office model - which integrates...  ...challenges. Regis Wealth Advisors work hand...  ...less stress. The Associate Wealth Advisor I focuses...  ...leverage to the Senior Wealth Advisor and... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    2 days ago
  • $95.86k - $208.27k

     ...people are our number one priority. With a wealth of learning and career development...  .... KPMG is currently seeking a Senior Associate, SAP Business Process Controls & Security...  ...-to-Pay, Supply Chain, Manufacturing, Asset Management, or other enterprise functions  Prior... 
    Senior
    Asset
    Full time
    H1b
    Local area

    KPMG

    San Francisco, CA
    4 days ago
  •  ...JPMorgan Chase. As part of Risk Management and Compliance, you are at...  ...-in-class.As a Control Room Senior Associate working within the...  ...organization in the San Francisco office, you will join a global team...  ...Banking, Sales & Trading, and Asset Management to maintain the Firm... 
    Senior
    Asset
    Work at office
    Flexible hours

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  • $77k - $202k

     ...our Enterprise Performance Management team, within our Oracle consulting...  ...and in the future. As a Senior Associate, you'll work as part of a...  ...communication through MS Office (Word, Excel, PowerPoint)....  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $111.72k - $216.43k

     ...priority. With a wealth of learning and career...  ...equity shares, assets or complex...  ...Testing, employee or management incentive scheme...  ...currently seeking a Senior Associate, Complex...  ...commodity, CPI, credit), embedded derivatives...  ...navigate Microsoft Office applications, including... 
    Senior
    Asset
    Full time
    Work at office
    Local area

    KPMG

    San Francisco, CA
    a month ago
  • $77k - $202k

     ...Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs,...  ...to control standards, back-office efficiency, and business...  ...analyze complex problems and manage workstreams effectively. You...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  •  ...experience in relationship management within Payments. You...  .... Works directly with Credit, Risk, and Quality...  ...Highly proficient in MS Office tools including...  ...needs of clients with associated risks and interests of...  ...transaction processing and asset management. We offer... 
    Senior
    Asset
    Work experience placement
    Remote work

    JPMorgan Chase

    San Francisco, CA
    2 days ago
  • $106.25k - $125k

     ...million, our family office model — which...  ...planning, investment management, tax and estate planning...  ...challenges. Regis Wealth Advisors work hand...  ...less stress. The Associate Wealth Advisor I...  ...leverage to the Senior Wealth Advisor and...  ...to perform asset allocation and analysis... 
    Asset
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday

    Merceradvisors

    San Francisco, CA
    13 hours ago
  •  ...your goals.We are seeking a Senior Associate to join the Financial Services...  ...able to sit in a number of our offices. We are seeking someone who...  ...will have the flexibility to manage your days in support of our commitment...  ...experienceExperience with asset management clientsPreferred/... 
    Senior
    Asset
    Full time
    Local area

    EisnerAmper

    San Francisco, CA
    2 days ago
  • $77k - $202k

     ...SummaryThe OpportunityAs a Strategy& Consulting Senior Associate - Technology Sector, you will provide...  ...client connections, learning how to manage and inspire others, and navigating...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $77k - $202k

     ...SummaryThe OpportunityAs a Strategy Consulting Senior Associate, you will provide strategic guidance...  ...client connections, learning how to manage and inspire others, and navigating...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    6 days ago
  • $77k - $202k

     ...minimise downtime.Those in cloud operations at PwC will focus on managing and optimising cloud infrastructure and services to enable...  ...as reporting capabilities; and, IT Financial Management- cost asset management and optimization.Demonstrates extensive abilities and... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $77k - $202k

     ...requirements and perform as expected. As a Senior Associate, you will leverage your skills to build meaningful client connections, manage and inspire others, and navigate complex...  ...customer information, handling proprietary assets, or collaborating closely with team members... 
    Senior
    Asset
    Full time
    H1b

    PwC

    San Francisco, CA
    2 days ago
  •  ...Aspiriant is recruiting a Senior Associate for our Planning Strategy &...  ...central hub for Aspiriant’s wealth planning innovation and client...  ...be located in our San Diego office or our other office locations...  ...100% employee-owned wealth management firm. Our core values guide... 
    Senior
    Work at office

    ASPIRIANT LLC

    San Francisco, CA
    3 days ago
  • $7.5k

     ...of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals...  ...our experts, a beautiful modern office, daily catered lunches, and more....  .... You will also support our senior sales professionals' work to identify... 
    Senior
    Asset
    Work at office
    Local area

    The Voleon Group

    Berkeley, CA
    5 days ago
  • $77k - $202k

     ...standards of control, efficient back office opportunities and support to...  ...liquidity position and manage financial risk, such as...  ..., now and in the future.As a Senior Associate, you'll work as part of a team...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b
    Work at office

    PwC

    San Francisco, CA
    5 days ago
  • $85.03k - $172.62k

     ...KPMG is currently seeking a BTS Senior Associate, Tax Accounting Methods to...  ...our Accounting Methods and Credit Services practice. Responsibilities...  ..., general ledger data, fixed asset records, and other financial...  ...technical tax analyses Manage multiple client engagements... 
    Senior
    Asset
    Full time
    Local area

    KPMG

    San Francisco, CA
    3 days ago
  • $95.86k - $208.27k

     ...KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world...  ...a career in Advisory.KPMG is currently seeking a Senior Associate, Privileged Access Management Delivery Engineer to join our Advisory Services practice... 
    Senior
    H1b
    Local area

    KPMG

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Credit Officer, Senior Associate - Asset Wealth Management. Be the first to apply!