Senior Custom Lending Architect for UHNW Wealth
JP Morgan Chase
JP Morgan Chase Wealth Management seeks a Custom Lending Specialist to design and deliver lending solutions across CRE, unsecured lending, restricted stock, and other tailored structures for ultra-high net-worth clients and Financial Advisors. You will lead end-to-end credit structuring with risk discipline and client service excellence. You will collaborate with credit risk, legal, operations, and product teams to originate opportunities, manage escalations, and expand the firm’s lending #J-18808-Ljbffr JP Morgan Chase
$350k
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...experienced professionals – including wealth planners, tax advisors, estate... ...governance needs. The Senior Wealth Strategist is a member... ...documents and develop customized planning recommendations. Prepare... ...years of experience working with UHNW clients on wealth planning in...SeniorWork at officeLocal area- ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public and...SeniorWork at officeRelocation
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