
Wealth Management Operations
2 weeks ago
**JOB DESCRIPTION**
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
- Please refer to our _ReEntry Overview_ page for further information regarding the Program. _
JPMorganChase is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
JPMorganChase works to provide the highest quality service to millions of consumers, small businesses and corporate, institutional and government clients around the world.
For 225 years, we’ve served our customers, shareholders and communities with integrity and respect. We work diligently to uphold our core values in everything we do.
**Wealth Management Operations at JPMorganChase**
From our offices in Hong Kong and Singapore, J.P. Morgan’s Asia Private Bank serves the complex wealth management needs of ultra-high net worth clients in countries across the region. You will be part of the Private Banking Operations team in Singapore, focused on ensuring the Bank’s operations run efficiently and effectively.
- **Asia Credit Middle Office**:
The Asia Credit Middle Office (CMO) team is essential to the Asia Wealth Management business, focusing on the full lifecycle of lending transactions. They manage credit facility documentation and maintenance, with Credit Deal Specialists ensuring efficient client reviews and changes. The Securities Based Lending unit underwrites low-risk, collateralized facilities, while the Collateral Monitoring team oversees collateral structures to address any shortfalls or credit limit breaches. The Reporting and Covenants team supports the business with management information systems, regulatory reporting, and controls testing.
- **Client Operations**:
The Client Operations team ensures smooth client account onboarding and maintenance, adhering to regulatory and internal standards. They work closely with bankers during the New Client Onboarding process to ensure due diligence and risk management. Quality Control ensures KYC compliance and manages high-risk client approvals. Periodic Review and KYC Maintenance keep client profiles current and manage documentation requests. Business Sustainment Operations focuses on key initiatives, while Business Enablement & Data provides insights to improve efficiency.
Our teams In India, perform the following activities
- Account Opening team handles new accounts, and Account Maintenance manages non-KYC changes, both ensuring compliance. Overall, the team plays a crucial role in maintaining the integrity and efficiency of client account processes.
- **Private Bank Asia Investment Operations**:
Private Bank Asia Investment Operations team focuses on providing first class operational support and services for Asia Pacific private banking clients. The team oversees daily operational activities from timely trade capture, trade lifecycle management, accurate settlements and transaction reporting, ensuring compliance with regulatory requirements, internal policies and managing operational risks associated with investment operations. The team works closely with business stakeholders, addressing client inquiries and is also responsible in improving operational efficiencies through process improvements to enhance the overall client experience.
**What We Look For**
We are seeking experienced and motivated Associates to join our Private Banking Operations team. We are looking to fill roles across trading middle office, client account maintenance and also credit operations. You will work closely with business stakeholders, risk and control partners, compliance and other partners to ensure the bank’s operations run effectively and efficiently.
**Required qualifications, capabilities, and skills**:
- Minimum Bachelor’s Degree in Banking and Finance or other relevant disciplines
- Minimum of 5 years of core operations experience with domain knowledge of either client account maintenance, credit operations or trading middle-office.
- Highly disciplined, self-starter, possessing adaptability to learn new tasks and demonstrate a willingness to understand the details of a process.
- Strong ownership with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solution, initiatives, and projects.
- Excellent analytical and problem-solving skills, with the ability to identify and resolve complex operational issues.
- Strong interpersonal and communication skills, wit
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