Emea Client Onboarding

1 month ago

Bengaluru, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world.

**Operations Overview**

Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening and KYC, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.

The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements.

**Responsibilities**:
Advisory and Governance is a team of eight team members aligned to the Client Onboarding Team in EMEA.

The team’s key responsibilities are:

- Advising on complex client cases and policies/ procedures pertaining to KYC/ AML.
- Governance of procedures and desk-top guides pertaining to EMEA Onboarding.
- Developing and running a training programme for Client Onboarding and partner teams on KYC/ AML and related topics
- Building and implementing a training career/development framework for the client onboarding team from new joiner through to SME stage.

The team is primarily based in Edinburgh but works with the Onboarding team who are based in Edinburgh, London, Madrid, Milan, Paris, Warsaw and India. In addition the role involves liaising with partner teams throughout EMEA, Singapore, Geneva and the US. The Onboarding team supports all aspects of client onboarding, including the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officers partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships.

**Team Support role**
- Be able to assist in supporting the Advisory and Governance Team across our four functions, primarily supporting in four eye checking data, forms and controls, but also offering project support which could include but not limited to collation of data; inputting data into systems; helping prepare presentation of reports.

Specific to assisting the DOX function, tasks could include, but not limited to:

- Assist with the 4-eye check process when updating our repositories with amended/new client forms.
- Documentation uploads into our repositories (ICM, SharePoint and Knowledge Hub).
- Support with the extension of the DOX function to Geneva.
- Support with general administrative tasks such as updating the status/progress of AO changes.
- Assist with the maintenance and administration of AO documentation for EMEA and Geneva.

Specific to assisting the training function, tasks could include, but not limited to:

- Assist with the 4-eye check process when updating our repositories with training material.
- Training invite administration
- Training attendance administration
- Training material repository administration

**Required Qualifications, Skills and Capabilities**
- Attention to detail
- Strong written and oral communication skills, able to influence internal and external stakeholders
- Strong analytical, prioritization and organizational skills
- Logical, structured approach to planning, problem solving and decision-making
- Strong risk and controls awareness
- Capacity to think laterally and convey an understanding of the big picture
- Maintains a sense of urgency and ability to prioritize/multi-task
- Strong client focus and ability to partner with various internal groups and client coverage
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
- Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
- Ability to work under pressure and to fixed deadlines
- Independent, self-motivated, with an ability to adapt and be flexible in a team environment
- A strong sense of ownership and responsibility
- Able to work with Project and tech teams on digitaliza

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