Senior Client Executive - Real Estate Banking - Managing Director

Job summary

The Senior Client Executive will solicit and manage commercial real estate client relationships while identifying financial needs and recommending tailored solutions. They will also collaborate with underwriting teams to structure credit requests and cross-sell bank products such as treasury services.

Job details

Senior Client Executive - Real Estate Banking - Managing Director Our Commercial Bank’s Real Estate Banking (REB) Group offers a full range of traditional banking and credit products. JP Morgan Real Estate Banking can tailor financial solutions to meet the needs of real estate developers, operators and investors. We are one of the real estate industry's largest lenders, and we offer access to expertise in private debt and equity placement, portfolio evaluation, asset analysis and redeployment and investment strategies. Seeking a seasoned real estate business development/sales client manager specializing in Commercial Real Estate with proven revenue generating capabilities with the largest institutional clients. Candidates should possess outstanding sales and marketing skills. The role is to generate new business opportunities, be involved with underwriting real estate credits of varying complexity, cross-sell bank financial products, and manage our existing relationships. The Senior Client Executive will be responsible for direct calling responsibilities with private sector and institutional clients primarily in the local/regional area. The Senior Client Executive will be expected to become a trusted advisor to clients, identifying needs and recommending appropriate solutions. In addition, the Senior Client Executive is expected to be an active market leader in the greater Toronto market with an emphasis on thought leadership and community engagement. Job Responsibilities Solicit, develop and oversee servicing of Commercial Real Estate clients Initiate strategic dialogue with clients around financial and real estate credit needs Collaborate with underwriting team on analysis, structuring and documentation of credit requests Facilitate client discussions regarding JPM's Commercial Term Lending, Community Development, CMBS and Real Estate Investment Banking capabilities Cross-sell financial products and services of JPMorgan Chase with a particular emphasis on treasury service products tailored for sophisticated institutional quality real estate clients. Assist with client on-boarding including AML and other regulatory requirements Required qualifications, capabilities, and skills A Senior Client Executive candidate should possess 10-15 years of related work experience in real estate lending; with specific real estate market experience and knowledge working with private sector and institutional clients in the assigned market Undergraduate degree required Experience in underwriting and risk assessment for project financing that includes construction, acquisition and mini-perm financing Financial analysis capabilities that support secured and unsecured lending decisions Knowledge of commercial real estate project finance fundamentals Highly motivated, independent worker within a team-oriented culture Strong sales and marketing skills; experience in product cross selling of treasury, derivative, syndications and other standard bank products Preferred qualifications, capabilities, and skills MBA preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

What you’ll do

The Senior Client Executive will solicit and manage commercial real estate client relationships while identifying financial needs and recommending tailored solutions. They will also collaborate with underwriting teams to structure credit requests and cross-sell bank products such as treasury services.

Requirements

Candidates must have 10-15 years of experience in real estate lending with a strong background in underwriting and risk assessment for project financing. An undergraduate degree is required, and strong sales and marketing skills are essential for managing institutional client relationships.

Benefits

• Health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Incentive compensation

Listed skills

• Business development · Preferred
• Sales · Preferred
• Financial analysis · Preferred
• Project finance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Real estate lending
• Business development
• Sales
• Marketing
• Underwriting
• Risk assessment
• Financial analysis
• Project finance
• Treasury services
• Relationship management
• Credit structuring
• Commercial real estate
• Institutional client management
• Strategic planning
• Thought leadership
• Asset Management
• Risk Management
• Innovation
• Investments
• Financial Services
• Coaching
• Risk Analysis
• Equities
• Master Of Business Administration (MBA)
• Real Estate
• Self-Motivation
• Business Development
• Thought Leadership
• Financial Analysis
• Financial Institution
• Mental Health
• Team Oriented
• Community Development
• Commercial Real Estate
• Transaction Processing (Business)
• Investment Banking
• Cross-Selling
• Commercial Banking
• Wholesale Banking
• Derivatives
• Credit Products
• Project Finance
• Unsecured Debt
• Real Estate Investments

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting
• Executive Managing Director
• Investment Banking Partner
• Finance Managers
• Financial Managers

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