As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this fast-paced role, you will help structure and deliver custom lending solutions across commercial real estate, unsecured lending, restricted stock and concentrated equity financing, and other specialty structures, supporting complex liquidity and financing objectives.
You will help execute credit strategies that reflect clients' circumstances, balance sheet complexity, and broader wealth-management goals. Working within an integrated platform across wealth management, valuation, and transaction partners, you will contribute to financing solutions that unlock liquidity from illiquid or complex assets while maintaining disciplined risk management, strong execution, and a consistent client experience.

In addition to supporting new lending request...