Wealth Management Solutions, Trust & Estates, Trust Officer VP
a day ago
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OnsiteFull-timeMid
Summary
JPMorganChase is seeking a Wealth Management Solutions, Trust & Estates, Trust Officer VP to join their team in Dallas, TX. The role involves overseeing the administration of trusts and providing comprehensive financial solutions to high net worth individuals and families.
About the Role
As a Trust Officer VP, you will analyze trust documents, make recommendations on discretionary powers, oversee investment decisions, and ensure compliance with fiduciary laws. You will also develop relationships with beneficiaries and advisors, manage client relationships, and contribute to new business development by partnering with Wealth Advisors.
About You
Required:
- Bachelor’s Degree required; MBA or other advanced degree is a plus; J.D. preferred.
- In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships.
- Relevant years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm.
- Solid Client Relationship Management experience.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Dallas, TX