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WM - Fees - Team Leader

Req #: 170108558
Location: Mumbai, MH, IN
Job Category: Asset Management
Potential Referral Amount: 20000 Indian Rupee (INR)
Introduction
 
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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.
 
Roles & Responsibilities:
 
Wealth Management, IPB Fees – TL
IPB Fees team is responsible for:
  • Set up of new Fee Schedules
  • Re-pricing of existing Fee schedules
  • Account closures and Waivers
  • Running Control Reports
 
Billing of Fees
 
 
Key Performance Areas:
  • Ensure adherence to operational procedures to complete tasks in an accurate and timely manner.
  • Ability to work under pressure and to meet stringent deadlines.
  • Detailed and meticulous, high level of accuracy, mitigation of errors.
  • Excellent Process/Product knowledge to be able to deliver on the projects.
  • Clear understanding of the Pricing Policy and other relevant documentation.
  • Strong Client Focus.
  • Excellent communication skills.
 
Key competencies
  • Detail Orientation – Function is critical from impact perspective.
  • Strong Client Focus. Strong time management and ability to coordinate with various teams to action items.
  • Analytical - Ready to analyze the process flows and ideate on operational improvements.
  • Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
  • Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
  • Control orientated and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile
  • Gain end to end knowledge of the process & as an SME, assist in the key projects.
  • Ability to handle all miscellaneous requests related to the process & assist the team with research & investigation as required.
  • Ability to review the SOPs of the process & incorporate the necessary changes/updates as required.  Sharing the updates/changes made effectively with the team.
  • Ensure to document procedures and identify requirements for additional controls as required.
  • Ensure effective transfer of knowledge.
  • Good on MIS & Reporting requirements.
  • Good understanding of the Pricing Policy and other documents.
  • Understand the key differences across the various regions when it comes to types of fees, client communication etc.
  • To be able to think Out of the Box and innovate.
 
 
Qualifications:
Minimum qualifications - Graduate 
Minimum experience – 2-3 years in relevant field
 
Language requirement
  • Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations.
Key competencies
  • Detail Orientation – Function is critical from impact perspective.
  • Strong Client Focus. Strong time management and ability to coordinate with various teams to action items.
  • Analytical - Ready to analyze the process flows and ideate on operational improvements.
  • Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
  • Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
  • Control orientated and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile
  • Gain end to end knowledge of the process & as an SME, assist in the key projects.
  • Ability to handle all miscellaneous requests related to the process & assist the team with research & investigation as required.
  • Ability to review the SOPs of the process & incorporate the necessary changes/updates as required.  Sharing the updates/changes made effectively with the team.
  • Ensure to document procedures and identify requirements for additional controls as required.
  • Ensure effective transfer of knowledge.
  • Good on MIS & Reporting requirements.
  • Good understanding of the Pricing Policy and other documents.
  • Understand the key differences across the various regions when it comes to types of fees, client communication etc.
  • To be able to think Out of the Box and innovate.
 
 
Qualifications:
Minimum qualifications - Graduate 
Minimum experience – 2-3 years in relevant field
Apply Now    

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