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About J.P. Morgan
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
About Wealth Management
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.
The Team
The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, providing leverage for investment advisors and other internal partners in order to pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team and dedicated asset class specialists.
Within PMG, National Trust is a team responsible for implementing JPMorgan's high conviction ideas across discretionary accounts requiring more high-touch, customized solutions; collaborating with integrated teams to provide sophisticated clients with advice surrounding complex trust structures, significant tax issues, and single stock concentrations.
Key Responsibilities:
The successful candidate will have the following responsibilities:
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