For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
Job Summary:
As an International Trust Services Executive director, you would act as the Team Lead with responsibility for overseeing a team of Trust Officers and Trust Administrators who manage client relationships where we serve as a trustee. As the Trust Lead you would provide unparalleled service and capabilities to our existing clients. The role requires technical expertise in the trusts space, management expertise and a track record of success in growing and managing an UHNW client focused business.
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Job Responsibilities:
- Take responsibility for a team of Trust Officers and Trust Administrators who manage client relationships where we serve as a trustee.
- Work with the Trust Officers and market partners to ensure that Trust Officers are deepening existing client relationships as much as possible, and providing the best client experience possible.
- Guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance.
- Be accountable for approving discretionary actions taken by the firm as a fiduciary.
- Grow the fiduciary business by working closely with Trust Officers and partners in the markets to articulate J.P. Morgan's value proposition as a leader in this space.
- Execute regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all appropriate growth opportunities.
Required Qualifications, Capabilities and Skills:
- Bachelors Degree required
- Extensive relevant experience focused in the Trust business
- Experience creating development plans for low, mid and high performing employees
- Ability to guide, direct and monitor employees in client specific matters
- In-depth knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships
- Strong ability to communicate with Senior Management
- Risk Management experience
Preferred Qualifications, Capabilities and Skills:
- MBA or other advanced qualification is a plus
- STEP qualification preferred
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.