Wealth Management Solutions, Trust & Estates, Head of J.P. Morgan Trust Company (Bahamas) - Executive Director

JPMorgan Chase

Nassau, BahamasPosted Mar 21, 2025Discovered via the company's careers siteMatch locked

15+ years expManagement

Wealth Management, Trust & Estates, Head of J.P. Morgan Trust Company (Bahamas)

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there. The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates, and banking capabilities. For over 7 consecutive years, we have been voted number 1 in the United States for overall private banking services by Euromoney, and we have been specifically recognized for our succession planning, advice and trust services. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states. The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. The Regional Practice Lead is responsible for managing the Trust platform for clients within their region of the Private Bank at J.P. Morgan. The successful candidate will work closely with the Fiduciary Management team, reporting to the Global Head of Trusts & Estates on a National basis. The Head of J.P. Morgan Trust Company (Bahamas) will be responsible for overseeing a senior team of trust professionals managing approximately $60B in assets. The responsibilities of this role are as follows:

Talent Management

The Head of J.P. Morgan Trust Company (Bahamas)is responsible for overseeing a team of Trust Officers, Trust Administrators and Trust Professionals who manage client relationships where we serve as a trustee or agent for trustee. The role requires technical expertise in the international trust space, management expertise and a track record of success in growing and managing an UHNW client focused business.

Client Relationship Management

The most successful organizations provide unparalleled service and capabilities to their existing clients. The Head of J.P. Morgan Trust Company (Bahamas)works with the Trust Officers and market partners to ensure that Trust Officers are deepening existing client relationships as much as possible, and providing the best client experience possible.

Risk Management

Critical to this role is that the individual be able to guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance. The Head of J.P. Morgan Trust Company (Bahamas) will also be responsible for approving discretionary actions taken by the firm as a fiduciary.

Sales Management

Growing the fiduciary business is a primary emphasis within the firm, and the Head of J.P. Morgan Trust Company (Bahamas)works closely with Trust Officers and partners in the markets to articulate J.P. Morgan's value proposition as a leader in this space. This includes working on regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all appropriate growth opportunities.

New Business Review and Approval

Oversee business acceptance and administration of all regional fiduciary business.

Qualifications

Bachelor's Degree required, J.D. preferred
15+ years of relevant experience focused in the international trust administration business
Experience creating development plans for low, mid and high performing employees
Ability to guide, direct and monitor employees in client specific matters
Have a vast knowledge of fiduciary products and services including international wealth planning, trust administration and management of corporate entities owned by trusts.
Strong ability to communicate with Senior Management, including C level executives (CEO, CFO, CTO, etc.)
Risk Management experience
Experience with corporate governance and serving on boards of trust companies.
Experience working with regulators and overseeing regulatory examinations.
Solid Client Relationship Management experience within the Ultra High Net Worth space

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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