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Wealth Management - Onboarding - Process Manager

Req #: 170118748
Location: Hyderabad, AP, IN
Job Category: Asset Management
Potential Referral Amount: 35000 Indian Rupee (INR)

Account Maintenance (ACT)

 

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, Consumer & Community Banking.

 

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, 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 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.

 

Our Team

 

The Account Maintenance team is responsible for the ongoing maintenance of Private Banking Accounts across multiple European platforms and ensuring compliance with local tax and regulatory static data requirements.  We offer quality and timely service to clients, while acting as a knowledgeable resource for the entire Private Bank.

 

Position Description:

 

·         Updating client static data on various in house systems

·         Perform adhoc administrative duties

  • Perform gap analysis and regular data reconciliation exercises
  • Perform control checks on account setup on various systems
  • To ensure the team meet the monthly KPIs

 


 


 

Expected Skills

  • Excellent organizational skills - attention to detail, methodical, process driven
  • Ability to multi task effectively
  • Strong Team player
  • Strong Microsoft Word/ Excel knowledge
  • Relevant experience in the financial sector
  • Ability to deliver to a tight deadline and remain calm under pressure
  • Enjoy working in a fast-paced and demanding environment
  • Strong interpersonal skills and ability to work with people at all levels across all functions 
  • Fluency in English essential
  • Additional languages a plus

JPMorgan Chase & Co. offers extensive training and development opportunities, is an Equal Opportunity Employer.

 

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