Client Onboarding
3 weeks ago
Your role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.
This will be an Individual Contributor role.
**Responsibilities**:
- 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
- Actively engaging in project requirement meetings; influencing design and functional requirements through analysis; providing thoughtful input to ensure business needs are met; identifying and documenting project gaps, impacts, and risks
- Developing process flows for strategic initiatives and assisting in the development of operating models
- Conduct GAP analysis; identify key areas of risk or concern and impact to the business
- Coordinate working groups, business forums and governance meetings
- Communicate issues effectively through project implementation
- Maintain effective communication with stakeholders and business partners with the purpose of informing interested parties on all key milestones, accomplishments, programs, activities, and overall successes
**Required Qualifications, Skills and Capabilities**:
- Bachelor's Degree - Accounting, Finance, or Business preferred
- Fluent in Excel, PowerPoint, Visual Basic and Willingness to learn new technical skills / explore new tools
- Min 10+ years of experience in financial services/banking industry, with a demonstrated track-record of delivery and/or relevant experience in risk and control management required. Familiarity with regulatory landscape across Asia. Investment banking domain is a must.
- 10+ years Client Onboarding and/or documentation analysis experience preferred. KYC / Client Onboarding, CDD / Account Opening - Account Maintenance. Experience in Automation tools
- Capable of managing both Business activities as well as strategic initiatives. Excellent Stakeholder management and Communication skills
- Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes. Prior experience in Change Management / Transformation projects
- Must have experience in training wider groups, updating processes and procedures in SOP.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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