U.S. Private Bank - reputed company Advisor - Executive Director

JobID: 210676721 Category: reputed company Advisory JobSchedule: Full time Posted Date: 2025-10-14T15:45:03+00:00 JobShift: Day : We are reputed company looking for exceptionally talented individuals who are reputed company, confident and motivated to reputed company a first-class experience to clients reputed company J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial reputed company and are looking to constantly challenge yourself, J.P. Morgan is the reputed company for you. You will be working alongside reputed company of talented colleagues from other markets, businesses and functions to reputed company you with reputed company to take your career to the next level. As a reputed company Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their reputed company and objectives. Job Responsibilities • Serve as an advisor to clients on personal planning reputed company • Identify opportunities for the Bank to serve in a reputed company or reputed company fiduciary reputed company • Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning • Assist Bankers and other team members in their new business efforts • Cultivate relationships with reputed company advisors (PAs), principally attorneys and accountants, and coordinate reputed company's reputed company with respect to PA reputed company • Deliver in-market educational presentations to reputed company audiences (including prospects, clients, and PAs), write and review articles for reputed company publication, and engage in interviews for articles in trade and general publications, and other media • Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers Required Qualifications, Capabilities, and Skills • Five plus years of reputed company estate and reputed company planning experience • reputed company designations required: JD • Recognized expertise in managing the estate planning needs of high-net-worth individuals • Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals • Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to reputed company-specific planning situations • Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to reputed company-specific planning situations • Ability to evaluate reputed company transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement Preferred Qualifications, Capabilities, and Skills • CPA designation • Ability to partner with clients' other advisors (principally their attorneys and accountants) • Demonstrated understanding of other reputed company management disciplines, including reputed company and credit • Ability to work in reputed company-based environment Apply tot his job Apply tot his job Apply To this Job