The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust. The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services. The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
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As a Trust Officer within JP Morgan you will provide the highest level of service to clients and their advisors by developing and maintaining excellent relationships through proactively meeting client expectations.
Responsibilities:
- Practice exceptional client relationship management by taking responsibility for the management and administration of a portfolio of complex trust and corporate structures for multinational ultra-high net worth client base of individuals, corporates and family offices.
- Develop, maintain and optimise professional relationships with clients, intermediaries and internal contacts through delivery of a consistent and seamless client experience to maximise client retention.
- Play a constructive role within our global business, assist the team with day-to-day client management.
- Maintain the highest level of trust and company administration to minimise business risk and to adhere to a culture of compliance with policies and appropriate risk management.
- Ensure client/internal requests are actioned in a prompt and professional manner, ensure that full supporting documentation is prepared and filed and that client accounting and other records are updated accordingly.
Required Qualifications, Capabilities and Skills:
- Ability to work independently and as part of a team particularly working collaboratively with wealth advisors, bankers and peers to ensure adherence to policies and procedures while delivering a seamless client experience.
- Strong attention to detail and the ability to manage multiple tasks efficiently while displaying strong communication skills, both verbal and written.
- Ability to work under pressure to achieve deadlines and meet both client and business expectations.
- Ability to analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
- Confident in overseeing investment decisions while ensuring trust investment objectives are appropriate for the needs of the Trust and applicable fiduciary law. Ensure the Trust is compliant with its investment guidelines / mandate.
- Ensure compliance with all local and international anti-money laundering and Know you Customer requirements.
- Assist with the onboarding of new clients in partnership with the New Business Team
Preferred Qualifications, Capabilities and Skills:
- Bachelors Degree, MBA or other advanced degree is a plus; STEP qualification preferred
- Minimum of 7 - 10 years o relevant experience focused in the Trust business.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.