Private Bank: Client Communications

1 month ago


mumbai, India JPMorgan Chase & Co. Full time

JP Morgan Chase & Co is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

Morgan Asset & Wealth Management, 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.

Team Description

As a successful candidate you will join the team in India providing coverage for the International Private Bank Marketing & Communications team and be responsible for the development, project management and delivery of regulatory, contractual, tax, change management and ad-hoc client communications on behalf of the International Private Bank in the EMEA region. This includes coordinating and project managing communication projects across multiple platforms in EMEA.

This is a compelling opportunity for a strong communications project manager to help shape the client experience, manage multiple client communication projects, and make recommendations to improve the process for both clients and internal partners. 

You must work effectively in a fast-paced environment, as this role requires close collaboration with multiple teams including legal, compliance, and other business functions.

Job Responsibilities:

Develop, project manage and execute multiple EMEA client communication projects under tight deadlines in both digital and print formats every month. Collaborate with business and marketing partners (Business Management, Investments, various Project Teams, Legal, Compliance & Client Service, Technology, and ITO). Interpret the needs of the business and specific requirements for each communication project.  Own the EMEA communications calendar and production schedule and coordinate multiple communication projects to ensure simultaneous projects stay on schedule and meet tight deadlines. Brief necessary stakeholders/internal/external vendors. Help define and shape the digital communications strategy for the future. Report on all developments and lead project calls with internal/external stakeholders. Communicating progress to the IPB Client Communications team and relevant stakeholders to ensure project deadlines are being met. Produce monthly communications using the Client Communications Application and help make future developments by working with stakeholders within technology to continually improve processes. Oversight of quality control procedures of all communications and data and sign off on final mailing components. Collaborate with colleagues as part of the translation process where necessary.

Required qualifications, capabilities, and skills:

Post graduate in Marketing, Finance or equivalent with relevant experience in communications, preferably within the finance industries; and the ability to simplify complex subjects.  Project/change/communications management experience in financial services (private/premier/retail banking, cards, insurance, or asset management) is preferred. Excellent English writing, editing and proof-reading skills. Good understanding of industry regulations, governance, or investments. Highly self-motivated individual with ability to work collaboratively with multiple stakeholders under pressure. Ability to manage multiple projects; adhere to deadlines, deliver results and can work independently. Flexibility is paramount as projects can be subject to change. Proven ability to lead, influence, and align across cross-functional teams, while interacting with multiple stakeholders High level of independence, energy, and integrity, demonstrates respect for a diversity of opinions and styles, and accepts accountability and responsibility; commitment to maintaining the firm’s high standards related to risk, compliance, and the Code of Conduct Superb execution and organizational skills; strong attention to detail is a must. Flexibility to work outside of normal business hours depending on business needs.

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