J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The J.P. Morgan Advice Lab is an integral part of Wealth Management and is dedicated to developing leading-edge, world class intellectual capital and analytical tools to address unique client challenges for various client segments. Our advice is created and delivered by a multi-disciplinary team of specialists who develop wealth planning strategies, research, tools, and publications. The team currently focuses on Corporate Executive Advisory, Private Business Advisory, Tax Advisory, Estate Disposition Advisory, and Quantitative Research.
The Managing Director will be responsible for building a Family Advisory practice and help WM generate new business and provide strategic advice to global families and clients / prospects on topics related to family office, family governance, and family succession. Specifically, they will be required to:
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