Job ref no.: CT3131930-01#0110

Wealth Management, UHNW Lending Advisor, Hong Kong Market, Executive Director

JPMorgan Chase Bank, N.A.

As part of the team of specialists, the Sr. Lending Advisor is an expert on credit who provides flexibility for our most complex clients' tailored banking and credit solutions.

  • Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters.
  • Responsible for business development and revenue growth of loan book by:
    • Leading the credit marketing effort for the local market teams
    • Understanding the capital structure of existing clients and prospects and advising same
    • Being attentive to identifying new business opportunities/asking for referrals
    • Originate credit leads from existing clients and prospects and participate in new marketing initiatives
    • Act as local expert for business solutions
  • Balance objectives of client, new business generation and risk management
  • Underwrite and execute both loan and derivative structures (with credit risk therein)
  • Serve as primary contact on credit portfolio and/or key/complex borrowing relationships
  • Demonstrate credit/risk management discipline:
    • Monitor portfolio risk
    • Change debt structure/risk ratings in response to changes in risk
    • Proactively work to improve portfolio quality and prevent loss
  • Works with Banker on sophisticated credit needs for client penetration and cross selling
  • Support coordination of sales effort with Investors, Fiduciary Administrators and Wealth Advisors
  • Provide guidance to junior staff


  • Degree holder or above
  • 8+ years experience with bank loan, mortgage, loan, credit and derivative products
  • Experience and proven success with banking concepts including, but not limited to: investment real estate loans, concentrated collateral loans, aircraft lending, commercial real estate and bridge loans
  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures
  • Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning
  • High level of analytical skills, including financial analysis
  • Ability to identify and analyze credit opportunities and the attendant credit risks
  • Familiarity and expertise with credit documentation
  • Ability to maintain a balance between marketing and credit risk roles
  • Expertise in credit and derivatives transactions
  • Experience in structuring complex transactions
  • Completion of formal credit training program
  • Written and spoken fluency in English; Cantonese and Mandarin an advantage


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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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More job information
Job ref no. CT3131930-01#0110
Job Function
Employment Term
  • Permanent
  • Full-time
  • 8 years - 13 years
Career Level
  • Senior management level
  • Degree
  • Master's degree