Private Bank - Trust Officer - Boston Job Listing at J.P. Morgan in MA, Massachusetts (Job ID 120033711)

Finance

J.P. Morgan Private Bank Trust Officer J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; and high and ultra high net worth clients through the Private Bank. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world. J.P. Morgan Private Bank, which includes both the High Net Worth and Ultra High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2010 by Euromoney as the#1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states. J.P. Morgan Trust Company of Delaware is a premier provider of trust services for clients globally, utilizing the various advantages under Delaware law for trusts. We are fully staffed in Delaware with over 20 people, many of whom are trust professionals with advanced degrees and / or prior experience in the private practice of trust law. Primary Function

• As part of our team of specialists, provide expert structuring and administration of trusts to our most complex clients.
• Work with Wealth Advisors, Bankers and Investors to grow the trust business. This includes structuring, pricing and closing trust services including: family trusts, charitable trusts, and specialized Delaware trusts
• Work with clients and clients' attorneys and other professional advisors to structure and price new trust business
• Develop, retain and deepen trust account relationships
• Manage complex trust book with attention to risk management issues, including: discretionary actions; on-going tax planning; communication with co-trustees, beneficiaries, and professional advisors; coordination of investment dialogue
• Responsible for deepening and strengthening client relationships with JPMorgan
• Communicate with clients to understand their trust needs and provide superior client service
• Provide guidance to junior staff