Wealth Management Solutions, Trust - Newark
2 weeks ago
Job Summary
Wealth Management Solutions, Trust & Estates seeks a Trust Officer VP to oversee trust administration, analyze legal tax administrative issues coordinate delivery of services make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee oversee investment decisions address questions raised by beneficiaries co trustees and their advisors work in team environment develop relationships with beneficiaries advisors order to carry out grantor purposes meet needs beneficiaries maintain current information on beneficiaries changing needs circumstances prudently carry out firm fiduciary duties provide superior client services partner Wealth Advisors vetting pricing new trust business developing full understanding purposes trust nature JPM role risks inherent structure underlying assets clients expectations cross selling JPM products services maintain develop strategies increasing business current clients professional advisor cultivation.
Job description
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