Job Description

Principal Responsibilities

• Business development/ new fiduciary business: Partner with JPM Bankers, Wealth Advisors, Centers of Influence, clients and their advisors to structure, assess and develop new fiduciary business
  • Work with Asia Wealth Advisors and Market Managers to understand trust needs/issues and develop appropriate solutions
  • Arrange/conduct presentations to clients, clients' advisors, COIs and JPM colleagues to market suitable ITS products, with a focus on the Singapore trust company's services
  • Proactively collaborate with JPM Bankers, Wealth Advisors and clients' advisors to review proposed fiduciary solutions and review draft trust instruments, including assessing potential fiduciary risk and suggesting appropriate risk mitigation
  • The Business Development Executive will need to build strong relationships with senior stakeholders in the International Private Bank, and to develop and execute a growth strategy for the ITS business aligned with the goals of the International Private Bank
  • Develop and agree metrics for the acquisition of new ITS business

• Existing fiduciary business: Partner with Bankers , Wealth Advisors, Clients and their advisors to retain and deepen existing trust relationships as appropriate

• New business Review and Approval: partner with the New Business onboarding team to ensure a smooth and timely booking of new business acquired.
  • Serve as technical resource to resolve specific issues in respect of existing trust structures, restructuring exercises, or complex fiduciary administration issues

• Training: Participate in the JPM Group's training agenda to enhance the fiduciary knowledge of JPM colleagues
  • Develop and deliver training on ITS products and services to JPM Bankers and Wealth Advisors

Required qualifications

• A minimum of 12 years' of fiduciary experience with a proven track record of securing new trust business
• Bachelor degree / equivalent
• In depth knowledge of trust law and legal/regulatory requirements affecting international fiduciary locations
• The ability to evaluate and propose effective structuring solutions
• The ability to assess fiduciary risks to make appropriate business decisions
• Experience with cross-border tax and planning issues
• Knowledge of investment and credit products and services

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Medical authorities agree that being vaccinated is the best way to protect yourself, loved ones, colleagues and communities from COVID-19. To protect the health and safety of our employees, and for workforce planning purposes in line with the Ministry of Manpower's guidance, only vaccinated employees are able to enter our offices. In light of this, in order for the successful candidate to be able to enter the office, they must be either fully vaccinated against COVID-19 (as defined by the Singapore Ministry of Health at the time of commencing employment) or be certified by a medical practitioner as being medically ineligible to be fully vaccinated.