Trusts & Estates VP — Strategic Fiduciary Leader

Testing Site - JPMC; Chicago (IL); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. Global Trusts & Estates Practice seeks a Trust Officer VP in Wealth Management Solutions to oversee the administration of trusts, analyze documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.

You will partner with Wealth Advisors for new trust business and cross-selling of JPM products and services, helping maintain the firm’s reputation as a leading global financial services provider.

Qualifications

• In-depth knowledge of fiduciary products and services including legal, tax and regulatory requirements.
• Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm.
• Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation-skipping taxation.

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 and ensure compliance with investment guidelines and fiduciary law.
• Work with Tax Officers and trust counsel to resolve tax issues.
• Address questions raised by beneficiaries, co-trustees and their advisors.
• Work in a team-based environment.
• Develop relationships with beneficiaries and advisors to meet grantor’s purposes and fiduciary duties.

Skills

Fiduciary knowledge

Trust administration

Regulatory compliance

Client relations

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. Global Trusts & Estates Practice seeks a Trust Officer VP in Wealth Management Solutions to oversee the administration of trusts, analyze documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors.

You will partner with Wealth Advisors for new trust business and cross-selling of JPM products and services, helping maintain the firm’s reputation as a leading global financial services provider.