Wealth Management

**JOB DESCRIPTION**
J.P. Morgan Asset and Wealth Management, with client assets of $2.8 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.

The Credit Platform Services Team is part of the Wealth Management Credit Operations group. This team monitors J.P. Morgan Wealth Management exposures (including loans, mortgages, and derivatives) secured by financial assets, such as equities, fixed income products and other asset types. The functions performed by this team are critical to protecting the bank from potential credit losses.

**Job responsibilities**:

- Support the underwriting team for setting up of new /renewal credit facilities in accordance to the Credit and Risk policies of the Private Bank.
- Handling of credit documentations which includes preparation and liasing with internal legal on documentation drafting, signature verification, scanning and filing.
- Exception handling for Credit facilities extended to Asia Private Banking clients.
- Provide support to all internal stakeholders (Lending Advisors, Credit Executives, Lenders and ITM) for adhoc queries relating to Credit Documents, collateral and limit management.
- Ensure compliance with regulations, credit policies and guidelines.
- Participate in implementation of new technology via UAT testing and parallel testing.
- Review and update reporting metrics & KPIs regularly and provide feedback based on the metrics for requisite actions for team members

**Required qualifications, capabilities, and skills**:

- Bachelor Degree in Business, Finance, Economics, or related disciplines.
- At least 1 or more years of relevant work experience in a credit middle office or control function, or other work experience in private banking
- Demonstrated interest in financial markets and understanding of risk measures
- Ability to adapt in a fast paced, dynamic and changing team environment is essential
- Confident and outgoing personality, able to deal directly with the senior stake-holders
- Strong solution based problem solving and analytical skills, able to add value rather than just accept the status quo
- Strong verbal and written communication skills

**Preferred qualifications, capabilities, and skills**:

- Knowledge of automation tools like Alteryx, UiPath, Signavio, Python a plus
- Knowledge of our current regulatory landscape an advantage

**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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**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.