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Managing Director or Executive Director, Corporate Client Banking – Financial Institutions –Insurance Banking Group – New York,
JPMorgan Chase & Co. • Chicago, IL
Posted 11 days ago
Director or Executive Director, Corporate Client Banking – Financial
Institutions –Insurance Banking Group – New York, NY or Chicago, IL
Executive/ED or Relationship Executive Senior/MD, Corporate Client Banking &
Specialized Industries – Financial Institutions Group (Insurance Coverage) New
York, NY or Chicago, IL
The position is a client management role in the Corporate Client Banking &
Specialized Industries Financial Institutions Group. The banker is responsible for delivering a
broad range of commercial and investment banking solutions to a diverse group
of small and mid-cap insurance clients with a heavy emphasis on idea generation
and business development.
Financial Institutions Group (“FIG”) is part of J.P. Morgan’s Corporate Client
Banking & Specialized Industries (“CCBSI”) business within the Commercial
Bank and is responsible for managing relationships with Banks, Thrifts, Credit
Unions, Funds, Mortgage Finance companies, Specialty Finance companies and
Insurance companies. The Insurance team is responsible for the coverage
of small and mid-cap life, health, and property & casualty insurance
companies and insurance services firms.
The team has a national footprint.
provide solutions to insurance companies including: 1) Corporate Finance and
Investment Banking products; 2) Treasury Services; 3) Credit; 4) Investor
Services; and 5) Asset Management.
position requires an experienced, client manager capable of driving business
independently. The successful candidate should have a proven ability to develop
C-suite relationships, extensive credit and treasury services product
knowledge, corporate finance expertise and strong transaction execution
skills. Insurance sector experience is preferred.
of 10 years experience delivering corporate finance, investment and commercial
banking products and services to Insurance companies
Strong knowledge of the Insurance sector
Strong leadership abilities in financial services sales and business
Solid credit, analytical, and problem-solving skills
Excellent oral and written communications abilities
Knowledge of credit, corporate finance, treasury, investment banking, and other
banking products; preferably with execution experience
Self-motivated, dependable and intelligent
Candidate must be a top individual contributor, with a strong performance track
Completion of a recognized bank credit training program or investment banking
Possess (or obtain within three months of hire –Series 63, 79 and 24)