Job Summary:
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.
Job Responsibilities:
- Take responsibility for a team ofTrust 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