Wealth Management

4 weeks ago

Mumbai, India JPMorgan Chase Full time
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Project Management team to partner with the Business.

The Wealth Management - Client Operations is located in Mumbai and supports Client Onboarding Operations Management in the management and execution of a wide range of strategic and tactical business initiatives and control agenda across Asia Private Bank Client Onboarding Operations.

The Account Opening and Maintenance team acts as a central point of coordination and as a source of subject matter expertise on business initiatives, processing client requests and audit/compliance/risk reviews, and are accountable to deliver strategic and tactical projects and also be responsible to define and deliver on the Control agenda.

The successful candidate must possess organizational skills, be able to think strategically while delivering tangible solutions. Candidate will be working in conjunction with our internal partners including Client Service, Advisors, Operations, Technology, Product, Business Management, Legal, Risk and Compliance. Candidate should be able to work across different regional Onboarding teams to establish and implement a consistent solution. The candidate must be able to strive in a fast-paced environment, enjoy multitasking, be an excellent team player and demonstrate a can-do attitude in the face of challenges. The successful candidate will also be responsible for driving issue resolution, collaboration with stakeholders inside and outside of the Client Onboarding organization to consistently execute deliverables and to communicate status updates and strategic direction to stakeholders.

Key Responsibilities:

  • Account Opening & Maintenance: Open and update client accounts, process client instructions, and handle tax documents (FATCA, CRS, W8, W9) while ensuring compliance with policies and procedures
  • Coordination & Communication: Coordinate case completion, communicate onboarding requirements, manage request priorities, and ensure clear, transparent communication with clients and sales support teams.
  • Issue Resolution & Escalation: Drive issue resolution within policy boundaries, identify and escalate red flags, and ensure timely escalation of recurrent issues and process-related concerns.
  • Continuous Improvement & Training: Contribute to service delivery improvements, participate in UAT, provide technical support and training, and drive process improvements and changes.
  • Data Management & Reporting: Ensure timely MI updates, handle sensitive client data confidentially, create reports and metrics for data trending, and collaborate with stakeholders on data feeds and application enhancements. Lead GFCC and Compliance-related asks across Asia
  • Work closely with document owners and other relevant teams to ensure necessary elements are included in the procedures / user guides including change management, proper approvals and sign-offs
  • Support senior management in serving as the regional liaison for the Global teams in matters relating to operational procedure updates, ensuring delivery of relevant training and communications impacting business and/or process changes
  • Design framework and monitor adherence to records management, data and privacy policies for our internal documents
  • Be the subject-matter-expert for the Onboarding team on policy and procedure standards and the use of the procedure manager system
  • Track and manage milestones and dependencies to ensure effective understanding and communication between core team and stakeholder community
  • Develop process flows for strategic initiatives and assisting in the development of operating models.
  • Research and document current state processes and applying appropriate changes to support business requests/needs
  • Conduct GAP analysis and identify key areas of risk or concern and impact to the business
  • Work closely with key business stakeholders, including but not limited to business and operational teams, Legal, Compliance, Business Management, Oversight & Control, Audit, Business Initiative Leaders, project teams and Technology on fulfilling responsibilities of the Client Onboarding team and implementing the business strategy


Required qualifications, capabilities and skills:

  • Degree in Accounting, Finance, or Business
  • Minimum 7 years of experience in financial services/banking industry, with a demonstrated track-record of delivery and/or relevant experience in KYC- or Client Onboarding-related procedures or documentation analysis, or relevant risk and control management
  • A "can do" attitude is a must with a passion for driving best practices
  • Familiarity with regulatory landscape across Asia
  • Proficiency in Confluence, Sharepoint, Excel, PowerPoint, Visual Basic
  • Capable of managing both BAU activities as well as strategic initiatives
  • Ability to communicate, present effectively and adapt messaging appropriate to the audience
  • Must be highly disciplined, a self-starter, and have the ability to execute on assignments


About us

JPMorgan Chase & Co., 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 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.

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.​

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