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JPMorgan Wealth Management International Trust Services 
Jersey 
452050244

31.07.2024

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