Trust and Estates

13 hours ago

Mumbai, Maharashtra, India JPMorgan Chase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Join a world-class team at J.P. Morgan, where your expertise helps shape the future of wealth management. Be part of a dynamic environment that values innovation, collaboration, and personal growth. Make a meaningful impact by supporting international trust services for high-net-worth clients.


As an Analyst in the Trusts & Estates team, you deliver essential support for fiduciary administration and account management. You collaborate with colleagues in the USA to ensure seamless execution of trust-related activities. You contribute to the success of our clients by maintaining accurate records and facilitating key financial transactions.

Job Responsibilities

  • Execute instructions for opening and maintaining bank and investment accounts.
  • Prepare subscription and redemption requests for private equity arrangements.
  • Update databases with financial transactions, tax, valuations, and trust party data.
  • Dispatch introductory packages to relevant trust parties.
  • Draft letters and instructions for credit requests and terminations.
  • Communicate status updates to stakeholders for support activities.
  • Coordinate with US-based Trusts & Estates team for task execution.
  • Maintain accurate documentation for all trust-related activities.
  • Respond promptly to routine transaction requests.
  • Ensure compliance with internal policies and procedures.
  • Support process improvements within fiduciary administration.

Required Qualifications, Capabilities and Skills

  • Hold a college degree in a relevant field.
  • Demonstrate at least 2 years of experience in financial services.
  • Exhibit strong interpersonal and communication skills.
  • Apply organizational and analytical abilities to daily tasks.
  • Manage multiple priorities efficiently in a fast-paced environment.
  • Collaborate effectively with global teams.
  • Uphold high standards of accuracy and attention to detail.

Preferred Qualifications, Capabilities and Skills

  • Possess international trust administration experience.
  • Understand legal, tax, and financial concepts related to trusts.
  • Utilize advanced database management skills.
  • Communicate professionally with diverse stakeholders.
  • Adapt quickly to changing business needs.
  • Contribute innovative ideas for process enhancement.
  • Support cross-functional projects within wealth management.

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