Job Description

Job Description

About Us: The Global Trusts & Estates Practice is a cornerstone of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess both technical expertise and the ability to engage effectively with diverse families and individuals.

Position Overview: As a Real Estate Executive (“REE”) in J.P. Morgan’s Real Property Asset Management (“RPAM”) team, you will play a pivotal role in strategically growing and managing real estate assets owned in trusts and estate accounts of Private Banking clients. Reporting to the RPAM Practice Lead, you will oversee the management and performance of real estate properties, including residential, commercial, agricultural, vacant land, and other specialty properties.  You will ensure the delivery of exceptional service to our clients and oversee the activities of asset managers supporting property management, accounting, operational, and service related duties related to an assigned book of real estate properties. Your role will involve strategic planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion.  You will be responsible for asset management and reporting activities to assess and manage risk, support account acceptance and holding recommendations, and ensure compliance with banking regulations and fiduciary standards.

Job Responsibilities:

• Work with internal teams and external partners to deliver comprehensive asset management solutions.
• Oversee the management of real estate assets held in trust and estate accounts, ensuring compliance with banking regulations, policies, and J.P. Morgan standards. 
• Ensure asset management aligns with client/account objectives, bank policies, and all applicable laws.
• Help lead business development with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and assets under management; direct due diligence for new business.
• Oversee due diligence reviews, including environmental, title, and insurance assessments.
• Develop and execute strategies to preserve and enhance property value, income, and sustainability.
• Oversee leasing, tenant relations, and contract negotiations.
• Monitor property expenses, budgets, and financial performance; advise regarding capital improvements and repairs; identify cost savings and revenue opportunities.
• Implement risk management strategies for assigned assets and accounts.
• Oversee property managers, brokers, and third-party vendors.
• Review property inspections and valuations.
• Perform annual asset reviews.
• Collaborate with legal, tax, risk, and compliance teams.
• Prepare and present complex analyses and recommendations to internal and external stakeholders, including clients, trust beneficiaries, professional advisors, executive management, and internal committees.
• Support property acquisitions and dispositions including transaction management.
• Assist with management of assets held in partnerships, LLCs, or other entities.
• Respond promptly and professionally to client inquiries and service needs.
• Stay informed about market trends, regulatory changes, and best practices.

Qualifications, Capabilities, and Skills:

• Bachelor’s degree required; advanced degree or certifications (CCIM, CPM, RPA, or broker license) preferred.
• 7–10 years of commercial and/or residential asset management experience, ideally in fiduciary, private banking, or institutional settings.
• Solid understanding of trust and estate structures, administration, and fiduciary responsibilities.
• Knowledge of estate planning concepts and the role of real property in wealth planning.
• Experience with a variety of property types including commercial, residential, and agricultural.
• Strong knowledge of real estate transactions, including negotiations, purchasing, selling, and leasing.
• Proven client service skills and ability to build trusted relationships.
• Expertise in real estate financial analysis and accounting
• Strong analytical and problem-solving abilities.
• Detail-oriented with excellent organizational and project management skills.
• Outstanding oral and written communication skills; able to present complex information clearly.
• Effective presentation skills; ability to present to large groups.
• High integrity, discretion, and professionalism with confidential information.
• Proficient in real estate management software and Microsoft Office.
• Willingness to travel occasionally. 

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Job Tags

Contract work, Work at office,

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