Wealth Management, Trust - New York, NY, United States

Only for registered members New York, NY, United States

6 days ago

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Job summary

The J.P. Morgan Private Bank offers high net worth individuals and families personalized financial solutions that integrate investment management trusts & estates and banking capabilities.

Responsibilities

  • Analyze trust documents for legal tax administrative and investment issues.
  • Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee.

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