JPMorgan Chase & Co. San Francisco, CA, United States

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management. You will use your knowledge of Investments, Credit and Banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a specialized team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

 

• Relationship manager for Private Equity & Venture Funds day-to-day activity across the J.P. Morgan Private Bank platform 
• Responsible for the development of new and existing business and cultivating Deposit, Lending, and Investment relationships 
• Partnering with Private Bankers to deepen fund relationships and introduce founders, CEO, CFOs, CIOs, and Fund employees to the Private Bank
• Partner with Investors and Lenders to build holistic plans around Banking, Lending and Investments to deliver the entire Private Bank platform to fund clients 
• Engage Commercial Bank partners to build strategic relationships with Fund companies to bank their portfolio companies across the platform 
• Engage Investment Bank partners to build strategic relationships with Fund companies to understand strategic partnership around IPOs and fund raising opportunities
• Ensure that proposed solutions fulfill clients` needs and objectives in the short, medium and long term 
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

 

Required Qualifications, Capabilities, Skills

 

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
• Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Strong community presence with an established network 
• Experience or demonstrated understanding of Investments, Credit and Banking concepts 
• Focused on the client experience and works tirelessly on the client’s behalf

 

Preferred Qualifications, Capabilities, Skills

 

• Proactive, takes initiative, and uses critical thinking to solve problems 
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills 
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate

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For more information please click the link below. Post Date : 2024-09-13 02:08:13 End Date : 2024-09-19 19:08:13 Location : 560 Mission St Private Bankers Full time Professional