Wealth Management - Client Onboarding- Associate

end to end Onboarding process of all clients. Besides that, you will also assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. You will be expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation.

Job responsibilities:

• Ensure that process outputs are of high quality, in line with internal quality standards; escalating any issues to Onboarding Team Lead. Escalate issues in a timely manner in line with the escalation protocols.

• Provide advice and guidance to team members within own area of responsibility to create and foster an environment of continuous improvement.

• Coordinate the effective completion of each assigned case from initiation to completion; following up with team members within own area of responsibility for completing sub-activities across the end to end renewal process.

• Act as primary interface for Bankers; responsible for managing expectations and enhancing the client experience. Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements.

• Serve as single point of contact to facilitate all queries for that cases within own area of responsibility, including issues around Politically Exposed Person (PEP), screening, regulatory, compliance, legal, operational risk.

• Undertake Client due diligence on a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures. Analyze AML risks associated with the client from a technical perspective, identify and escalate potential risks and operational issues as appropriate.

• Contribute ideas and participate in efforts to drive continuous improvement to enhance service delivery.

• Participate in UAT and make suggestions on system improvements

Required qualifications, capabilities, and skills:

• Bachelor's degree

• At least 4 years of experience in KYC/Client Onboarding

• Strong understanding of KYC, AML, Regulatory requirements (i.e. Hong Kong Monetary Authority and Monetary Authority of Singapore)

• Experience in Source of Wealth (SOW) corroboration

• Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making and conflict resolution skills

• Excellent communication skills

• Open minded, able to share information, knowledge and expertise with peers and team members

Preferred qualifications, capabilities, and skills

• Strong knowledge of Wealth Management/Private Banking

• Ability to multi-task and manage multiple streams of work concurrently

• A "can do" attitude with a passion for driving best practices

• Logical, structured approach to planning and problem solving

• Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective

• Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions

• Proficiency in written and verbal Mandarin as you will be expected to review documents in Chinese to support China clients.

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.