Wealth Management Solutions Estate Officer - Vp jobs at Jpmorgan in United States, New York
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512 jobs found
14.09.2024
JPM
JPMorgan Wealth Management Solutions Trust & Estates Estate Administr... United States, New York, New York
You will work with the Account Opening Group to open estate or trust accounts. You will interpret the governing instrument and applicable law to ensure the proper set-up of account...
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking,...
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...
Manage the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers. Contribute...
Create a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols. Review and analyze program related data (e.g., KRI/KPI) to support business-related programs and...
Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee...
Meticulous and exhibits strong attention to detail. Superior multitasking and organizational skills. Resourceful and can problem solve independently. Excellent communication skills, including presentation delivery. High analytical aptitude, comfortable navigating multiple...
You will work with the Account Opening Group to open estate or trust accounts. You will interpret the governing instrument and applicable law to ensure the proper set-up of account...
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