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JPMorgan Wealth Management Solutions Trust & Estates 
The Bahamas, Nassau 
999222248

08.04.2025

The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates, and banking capabilities. For over 7 consecutive years, we have been voted number 1 in the United States for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. The Regional Practice Lead is responsible for managing the Trust platform for clients within their region of the Private Bank at J.P. Morgan. The successful candidate will work closely with the Fiduciary Management team, reporting to the Global Head of Trusts & Estates on a National basis.

Qualifications:

  • Bachelor’s Degree required, J.D. preferred
  • 15+ years of relevant experience focused in the international trust administration business
  • Experience creating development plans for low, mid and high performing employees
  • Ability to guide, direct and monitor employees in client specific matters
  • Have a vast knowledge of fiduciary products and services including international wealth planning, trust administration and management of corporate entities owned by trusts.
  • Strong ability to communicate with Senior Management, including C level executives (CEO, CFO, CTO, etc.)
  • Risk Management experience
  • Experience with corporate governance and serving on boards of trust companies.
  • Experience working with regulators and overseeing regulatory examinations.
  • Solid Client Relationship Management experience within the Ultra High Net Worth space