JPMorgan Chase
International Private Bank- Lending Advisor- Managing Director
Miami, FL · Director · Full-time · Posted Sep 8, 2026
- Experience
- Seven plus years.
- Education
- Bachelor’s degree required.
About the job
Manages complex borrowing relationships for ultra-high-net-worth clients, presenting and implementing credit solutions while leading credit origination, analysis, and portfolio risk oversight.
What you'll do
- Partner with Bankers to identify financing or restructuring needs and develop solutions; originate credit leads and lead local credit marketing.
- Analyze deals, conduct due diligence, prepare credit presentations, and supervise credit and restructuring approval memos.
- Monitor portfolio risk and manage underwriters implementing changes to debt structures and risk ratings.
What they ask for
- Seven plus years of experience with extensive credit, loan and deposit products.
- Bachelor’s degree required.
- FINRA Series 7 & 66 licenses required; unlicensed candidates must obtain them within 90 days of start date.
- Prior experience structuring creative and complex credit transactions; completion of formal credit training program; demonstrated wealth-management understanding and expert knowledge of complex credit products.
Nice to have
- MBA.
- Knowledge of capital markets and macro interest rate environment; account maintenance, loan closing, credit administration and compliance procedures.
Model-written summary · the original posting is authoritative