Wealth Management Solutions, Trust & Estates, Trust Officer - VP

Job Description

Required Skills

Responsibilities

• 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 investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
• Work with Tax Officers and trust counsel to resolve tax issues
• Address questions raised by beneficiaries, co-trustees and their advisors
• Work in a team-based environment
• Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantors purposes and meet the needs of the beneficiaries.
• Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPMs role, the risks inherent in the structure and underlying assets, and the clients expectations
• Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation