JPMorgan Chase &
As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.
You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services. Your role will be crucial in maintaining our reputation as a leading global financial services firm.
Job Responsibilities Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee Oversee investment decisions, including working with investors to ensure that the trust’s investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with …Trust, Officer, Solutions, Management, VP, Estate, Technology, Banking