Total 3 Internship supp advisor job vacancies in The Philippines

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to JP Morgan as an UHNW Lending Advisor for China Market where you will provide strategic approach, tailored strategies and a holistic understanding of clients’ borrowing needs in the context of their overall portfolio. Borrowing can play an important role in helping our clients reach your financial goals. That's why we offer an extensive range of credit strategies to provide them with financing whenever they need it—whether for short- or longer-term liquidity, new acquisitions or investment opportunities. We seek a high caliber candidate to join our team.

Job Summary:

As a Senior Lending Advisor for China market, you will serve as an expert on credit who provides flexibility for our most complex clients’ tailored banking and credit solutions.

Job Responsibilities:

1. Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters.

2. Drive 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

1. Balance objectives of client, new business generation and risk management.

2. Underwrite and execute both loan and derivative structures (with credit risk therein).

3. Serve as primary contact on credit portfolio and/or key/complex borrowing relationships.

4. Demonstrate credit/risk management discipline, monitor portfolio risk, change debt structure/risk ratings in response to changes in risk, and proactively work to improve portfolio quality and prevent loss.

5. Work with Bankers on sophisticated credit needs for client penetration and cross selling; Support coordination of sales effort with Investors, Fiduciary Administrators and Wealth Advisors.

Required qualifications, capabilities and skills:

1. Bachelor’s degree or equivalent in any discipline.

2. Minimum 7 years’ experience in wealth management space, along with extensive exposure to credit, loan and deposit and derivative products is required.

3. 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.

4. Experience in structuring complex transactions, credit and derivatives transactions.

5. Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures.

6. Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning.

7. Fluent written and spoken Business Mandarin is essential to support Chinese speaking clients from China.

8. High level of analytical skills, including financial analysis.

9. Ability to identify and analyze credit opportunities and the attendant credit risks.

10. Familiarity and expertise with credit documentation.

11. Completion of formal credit training program.

Preferred qualifications, capabilities, and skills:

1. Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=e05cdd7f62f55123e94356d16ed1ef19

Job Description:

As a Bancassurance Advisor, you can expect to embark on an exciting and very rewarding careertrack with an attractive remuneration scheme.

• Providing accurate financial advisory to customers as an individual contributor or should you do well as an individual contributor, you may be selected to advance your milestone as a team manager whose responsibility is to manage and lead a team of Bancassurance Advisors.

• Provide accurate financial advisory services to existing bank customers through referrals from privilege banking offshore channels

• Drive insurance sales in the respective segments in which you will be supporting

• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements

Requirements:

• Degree in Finance, Business, or related fields.

• At least 5 years of insurance sales experience 

• Candidates with proven track records in sales performance and client engagement are prioritized   

• CMFAS certifications (Modules 5, 9, 9A, HI) are preferred

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Client Advisor, Vice President for Southeast Asia (SEA) market, with a focus on Thailand market, where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Summary:

As a Wealth Management, UHNW Client Advisor, Vice President for Southeast Asia (SEA) market at JP Morgan, with a focus on Thailand market, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients’ wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.

Job Responsibilities:

1. Market Coverage: Responsibilities cover the Southeast Asia (SEA) market, with a primary focus on the Thailand market.

2. Support and manage all aspects of client relationships across the team and develop and maintain long-term relationships through professional or personal networks and contacts.

3. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks, and actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.

4. Manage and coordinate with various teams to address overall account inquiries and maintenance, as well as investment-related aspects.

5. Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.

6. Partner with the clients including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.

7. Collaborate with the other integrated team members to provide a high quality of client service.

8. Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.

9. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.

Required Qualifications, Skills And Capabilities:

1. Bachelor’s degree or equivalent in any discipline

2. Minimum 7 years’ experience in wealth management space, along with strong client and stakeholder management skills is required.

3. Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.

4. Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.

5. Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.

6. Operate with a high level of integrity and risk awareness.

7. As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.

Preferred Qualifications, Skills And Capabilities:

1. Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.

2. Strong knowledge of local regulatory policies and guidelines.

3. Strong knowledge of relevant financial markets and instruments.

4. Proficiency in Thai language skills is preferred as there will be frequent interaction with Thai speaking clients and stakeholders.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=6e92df65828373080e797d3122803800