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

International Private Bank - Lending Advisory Analyst

Next Frontier Capital

Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You’ll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills. As a Lending Advisory Analyst in Wealth Management, you will provide day-to-day analytical and execution support to a team of Lending Advisors serving Ultra-High Net Worth (UHNW) clients across Asia. You will help deliver customized credit solutions by preparing deal analytics and materials, coordinating the credit process end-to-end with internal partners (e.g., Credit Risk, Lending Operations, Legal), and maintaining strong risk, control, and documentation discipline. You'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. As a future Advisor you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Job Responsibilities Prepare client-ready and management-ready materials (term summaries, deal comparisons, pipeline updates, presentations). Perform scenario/sensitivity analysis to support deal structuring and decision-making. Support execution of new loans, renewals, amendments, and periodic credit reviews by coordinating inputs, tracking approvals, and driving follow-ups. Manage requests and documentation for credit packages (e.g., credit documents, client financial information/PFS where applicable) Assist Lending Advisors with pre-meeting preparation (analytics, materials, agendas) and post-meeting actions (minutes, next steps, documentation). Track and support management of covenants, exceptions, conditions, and key deliverables through the lifecycle of the credit. Support collateral monitoring and margin/eligibility-related communications to relevant internal stakeholders. Partner with internal stakeholders to identify, escalation, and resolve issues while adhering to all risk and control policies and regulatory guidelines Required Qualifications, Capabilities, and Skills Bachelor’s degree required. Less than 1 year of experience (or relevant internships) in banking, credit, wealth management, or financial services. Strong analytical and problem-solving skills; ability to work with financial information and produce clear, accurate outputs. Excellent organization and prioritization; ability to manage multiple concurrent requests with strong follow-through. High attention to detail and strong ownership mindset in a fast-paced environment. Sound judgment and discretion in handling confidential client information. Strong written and verbal communication skills; comfortable partnering with senior stakeholders and cross-functional teams. Advanced Excel (analysis, scenario work, clean outputs) and strong PowerPoint (structured, polished materials). Interest in financial markets and credit fundamentals; willingness to learn UHNW client lending and internal processes quickly. English fluency required Preferred Qualifications, Capabilities, and Skills Academic background in finance, economics, business, engineering, or quantitative disciplines preferred Asian language skills (e.g., Mandarin/Cantonese) preferred given Asia UHNW client coverage. 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. 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. Exciting opportunity to join as a Lending Advisory Analyst in Wealth Management. #J-18808-Ljbffr Next Frontier Capital

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the International Private Bank - Lending Advisory Analyst in Worcester, MA vacancy
  •  ...specialists, wealth advisors, and lending specialists. Throughout the...  ...your skills. As a Lending Advisory Analyst in Wealth Management, you...  ...credit process end‑to‑end with internal partners (e.g., Credit Risk,...  ...investments, lending, banking, and trust and estate planning... 
    International
    Private
    Internship

    J.P. Morgan

    Worcester, MA
    21 hours ago
  • J.P. Morgan in the United States seeks a Lending Advisory Analyst in Wealth Management to support UHNW clients across Asia. You will contribute...  ...credit solutions while learning across investments, lending, banking, and trust services. As part of the Advisor Training... 
    Suggested

    Next Frontier Capital

    Worcester, MA
    2 days ago
  • J.P. Morgan is seeking a Lending Advisory Analyst in Wealth Management, responsible for analytical support to Lending Advisors serving UHNW clients across Asia. This role provides an opportunity to learn about credit solutions while engaging in diverse projects with senior... 
    Suggested

    J.P. Morgan

    Worcester, MA
    12 hours ago
  • International Private Bank, UHNW Client Advisor, Taiwan Team - Executive Director Central and Western, Hong Kong Island, Hong Kong Job Information...  ...banking firm, with direct client coverage in investment advisory and relationship management. Solid understanding of... 
    International
    Private
    Full time

    TwinThread

    Worcester, MA
    3 days ago
  •  ...first-class experience to Clients. Our Private Bank is a global wealth management leader...  ...world. Through our best in class “Engage” Advisory platform we deliver tailored advice to...  ...Properly and timely addresses and manages any internal controls (pre and post trade) related... 
    International
    Private
    Shift work

    J.P. Morgan

    Worcester, MA
    1 day ago
  • Job Summary As an International Private Bank, UHNW Investor, Managing Director in the China team (Hong Kong based) of J.P. Morgan Private Bank,...  ...clients on achieving their desired goals. Provide investment advisory services and recommendations across multiple asset classes... 
    International
    Private
    Local area

    J.P. Morgan

    Worcester, MA
    1 day ago
  •  ...experience to UHNW clients within J.P. Morgan Private Bank. If you have an entrepreneurial mindset...  ...and reputational risks Adhere to internal and external policies and procedures...  ...professional experience in a similar investment advisory capacity at another Private Bank or... 
    International
    Private
    Local area
    Immediate start

    Next Frontier Capital

    Worcester, MA
    12 hours ago
  •  ...facilitate the sale of investments, banking, and trust services,...  ...portfolio reviews, deposit and lending solutions, basic trust and estate...  ..., AUM, and revenues using internal systems, including periodic...  ...Summary: As an International Private Bank, Banker Associate for the... 
    International
    Private
    Work experience placement

    J.P. Morgan

    Worcester, MA
    4 days ago
  • Job Summary As an International Private Bank, UHNW Investor, Executive Director in the Taiwan team (Hong Kong based) of J.P. Morgan Private Bank...  ...relevant professional experience in a similar investment advisory capacity at another private bank or a wealth management firm... 
    International
    Private
    Work at office
    Local area
    Immediate start

    Aumni

    Worcester, MA
    4 days ago
  • Join J.P. Morgan Private Bank, a leader in global wealth management, where we deliver unparalleled...  ...with investment specialists and internal partners to design, execute, and deliver...  ...years of wealth management and client advisory experience ideally with Hong Kong market... 
    International
    Private

    Aumni

    Worcester, MA
    1 day ago
  • Private Banking is involved with every facet of wealth management, including investments, wealth...  ...(AUM) and Revenues using our internal systems; periodic calculation of account...  ...a similar capacity covering investment advisory and client relationship management. Ideally... 
    International
    Private

    J.P. Morgan

    Worcester, MA
    12 hours ago
  • J.P. Morgan seeks an Associate in their International Private Bank - Business Management team in Worcester, MA. The role involves executing initiatives across Investments and Solutions while collaborating with senior management to drive business progress. Applicants should... 
    International
    Private

    J.P. Morgan

    Worcester, MA
    1 day ago
  • Join J.P. Morgan Private Bank, a leader in global wealth management, where we deliver unparalleled advice and services to the world’s...  ...drive innovation in a dynamic, fast-paced environment. Our Lending Advisory team bring a strategic approach, tailored strategies and a holistic... 
    Private
    Temporary work
    Local area

    Aumni

    Worcester, MA
    1 day ago
  •  ...wealth management. Collaborate with product specialists and internal stakeholders to design, implement, and manage bespoke investment...  ...Previous experience within a leading wealth management or private banking institution, with direct responsibility for client relationship... 
    International
    Private
    Work at office

    Aumni

    Worcester, MA
    1 day ago
  • Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and...  ...a platform of depth and breadth. As a China Banker in our International Private Bank business, you will understand each client’s wealth... 
    International
    Private
    Local area

    Aumni

    Worcester, MA
    1 day ago
  •  ...colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High... 
    International
    Private
    Local area

    Next Frontier Capital

    Worcester, MA
    2 days ago
  • $30 per hour

     ...in their transition to a career in the private or public sector. Veterans and Military...  ...prepare for a successful transition. Interns will engage in on-the-job training and professional...  ...Employee Laptops. Customer Service analysts deliver service and support that... 
    International
    Private
    Hourly pay
    Temporary work
    Work experience placement
    Internship
    Worldwide
    Flexible hours

    Oracle

    Worcester, MA
    1 day ago
  •  ...of a team that delivers exceptional solutions to high net worth and ultra high net worth clients. As an Associate in the International Private Bank - Business Management team, you will execute initiatives across Investments and Solutions, focusing on innovation and compliance... 
    International
    Private
    Temporary work

    J.P. Morgan

    Worcester, MA
    1 day ago
  •  ...state’s development finance agency and land bank, delivers financing solutions, real...  ...stronger Massachusetts. The Vice President of Lending plays a key role in advancing...  ...banks, referral sources, and public and private sector partners to identify financing opportunities... 
    Private
    Work at office
    Flexible hours

    MassDevelopment

    Worcester, MA
    12 hours ago
  • J.P. Morgan in Worcester, Massachusetts, is seeking an experienced Private Banker specialized in wealth management. In this role, you will build and deepen meaningful client relationships and collaborate closely with specialists in delivering tailored investment solutions... 
    Private

    Aumni

    Worcester, MA
    1 day ago
  • J.P. Morgan Private Bank seeks an Investor to help bankers win new clients and deepen relationships through investment advisement. You will...  .... Strong background in private banking, a minimum 12 years in advisory roles, and knowledge of Hong Kong markets are preferred. This... 
    Private

    J.P. Morgan

    Worcester, MA
    4 days ago
  •  ...Large Business & International Division A description of the business units can be found at: Position(s) are to be filled in following area(s): ~ LBI - Director Withholding Exchange/International Individual Compliance - Withholding Exchange and International... 
    International

    US Government Jobs

    Worcester, MA
    21 hours ago
  •  ....P. Morgan is seeking an Engage Investment Specialist for the China Market in Worcester, Massachusetts. This role requires strong advisory skills to help Bankers attract new clients and enhance relationships. Candidates should possess a Bachelor’s degree, a minimum of... 
    Private

    J.P. Morgan

    Worcester, MA
    1 day ago
  • $15 - $43.27 per hour

     ...POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted... 
    Private
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Worcester, MA
    21 hours ago
  • $29.75 - $44.5 per hour

     ...Business Personal & Commercial Banking Job Description The...  ...expectations Leads and coaches advisory team on advice giving strategies...  ...Previous consumer and residential lending experience preferred...  ...Customer service when dealing with internal partners, vendors, and... 
    International
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Auburn, MA
    3 days ago
  • JPMorgan Chase in Boston area seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and help grow customer balances through proactive relationship management. You will acquire new clients, solicit referrals, and coordinate with Specialists... 
    Flexible hours

    Fairygodboss

    Clinton, MA
    4 days ago
  • J.P. Morgan Private Bank seeks an International Private Bank Managing Director for the China team (Hong Kong based). You will advise UHNW clients on building, preserving and managing wealth, using multi-asset investments, and partnering with bankers and solution partners... 
    International
    Private
    Local area

    J.P. Morgan

    Worcester, MA
    12 hours ago
  •  ...Industry Information Technology and Services Type Privately Held, VC-backed About the Role The Company is seeking a...  ...processes, and controls to support the company's rapid growth and international expansion. The ideal candidate will have a rare blend of... 
    International
    Private

    Confidential

    Worcester, MA
    2 days ago
  • $32 - $35 per hour

     ...Description Tradesmen International is immediately hiring experienced Journeyman Carpenters for projects located in the Worcester,...  ...Similarly, we do not request pictures of documents or IDs to private phone numbers or email addresses. If in doubt, pleasecall or visit... 
    International
    Private
    Work at office
    Immediate start
    Day shift

    Tradesmen International

    Worcester, MA
    3 days ago
  • $15 - $43.27 per hour

    Position Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Private
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Worcester, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to International Private Bank - Lending Advisory Analyst. Be the first to apply!