Jp Morgan Wealth Management - Private Client jobs at Jpmorgan in United States, New York
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465 jobs found
11.06.2025
JPM
JPMorgan Wealth Management Trust & Estates Officer Executive Director United States, New York, New York
Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee. Oversee...
Define and analyze problem statements and translate into tangible solutions. Develop detailed target state operating model for business changes and roadmap for implementation. Leverage understanding of client and advisor wealth...
Lead and participate in audit engagements, including global audits, from planning to reporting. Ensure the production of quality and timely deliverables that meet both departmental and professional standards. Finalize audit...
Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems. Develops secure high-quality production...
Establish and refine transmission channels between Integrated Assessment Models and large-scale global macro-econometric models. Contribute to climate and nature risk scenarios to assess the impact of related shocks on national,...
Act as an integral team member researching, helping select, and monitoring investment funds including data maintenance and analysis (both recurring and bespoke). Proactively integrate within relevant investment universes to source...
Champion a culture of innovation and a customer centric mindset. Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships. Find ways to further efficiency...
Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee. Oversee...
Expoint is excited to offer the opportunity to be a JPMorgan Wealth Management Private Client in the tech industry. Located in New York City, United States, the role of JPMorgan Wealth Managment Private Client is part of the Global Technology, Media & Telecommunication Group led by JPMorgan’s advisors. As a JPMorgan Wealth Management Private Client, you will work with tech executives and wealthy investors to provide advice and customized solutions on investments and wealth management strategies. You will gain expertise across multiple asset classes and have access to proprietary products from Jeffords and other asset managers.
Manage a portfolio of varied investments more meticulously than traditional wealth management services. Monitor the markets, news and trends in the financial sector, while adjusting and optimizing the asset mix and tactical asset allocation to maximize returns for investors. Leverage strong relationships with hedge funds, fund of funds & asset managers to add alpha and build portfolios with an appropriate level of risk.
You will help our clients embrace new investment solutions and sustain & grow their wealth. You will become a part of a large network of industry professionals populating the JPMorgan platform and will be given critical support and resources to excel in the role. As part of the JPMorgan Wealth Management Private Client role, you will have the opportunity to access sophisticated technology. The position requires an understanding of the complexities in the changing financial landscape, strong analytical and quantitative skills, and the ability and desire to serve our clients over the long run. With JPMorgan's history of innovation and ability to anticipate market needs, join this team and play a key role in helping JPMorgan's clients prepare for the future.