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ProfileWealth Management - Executive Director or Managing Director The candidate will serve as advisor for J.P. Morgan Private Bank high net worth and ultra high net worth clients to identify needs for estate planning which lead to current trust, estate and philanthropic opportunities. Will serve as resource to clients with complex needs around executive compensation, retirement planning, business succession planning and multi-generational wealth planning. Responsible for deepening and strengthening client relationships with J.P. Morgan Private Bank. Participate in coordination of sales and relationship management effort with Bankers, Investors Capital Advisors and Trust & Estate Advisors. Bachelor's degree is required. JD and/or CPA degree is required. Should have 7+ years of complex financial and estate planning experience. Expert knowledge of trust and estate law, gifting techniques and transfer and generation skipping taxation, with ability to apply that knowledge to client specific need is needed. Strong knowledge of personal, fiduciary, corporate and partnership income tax, with prior experience applying that knowledge specifically to the sophisticated needs of high net worth and/or ultra high net worth client is advantageous.
Req #: 170075977