Join our Wealth Management Team as a Team Lead, where you'll manage expectations and provide updates on lifecycle progress. Work in an analytical and dynamic environment, evaluating complex documents to ensure regulatory compliance.
As a Wealth Management Team Lead in the Wealth Management Team, you will manage expectations on turnaround timeframes and provide updates on the progress of the lifecycle. You will work in an analytical and dynamic environment, evaluating complex documents to ensure regulatory requirements are met.
Job responsibilities:
- Coordinates completion of requests for existing clients in the Wealth Management division, prioritizes active requests, and provides status updates of key reviews.
- Builds and develops strong partnerships, identifies challenges, and eliminates roadblocks with all internal partners.
- Ensures all information to and from our clients is accurate, complete, and compliant with AML, Local, and Corporate Due Diligence requirements.
- Coordinates case prioritization, capacity planning, and assignment with our global stakeholders.
- Stays up to date with changes to processes and procedures, regulatory changes, and ensures impacts are identified for in-progress requests.
- Manages personal workload and priorities, ensuring timely escalation of key risks/issues to management.
- Identifies and executes process improvements, provide guidance and support on key process and technology initiatives to the business.
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Required qualifications, capabilities, and skills:
- Strong written and oral communication skills.
- Resilient interpersonal skills with the ability to partner with internal stakeholders.
- Client-focused while maintaining a strong controls mindset.
- Proactive and flexible approach to personal workload and wider team targets.
- Effective at managing time appropriately and organizing workload for maximum productivity.
- Working knowledge of KYC/Compliance/AML standards.
- Sound understanding of the financial industry.
- Proficiency in English (C1 and higher).
Preferred qualifications, capabilities, and skills:
- Experience in a similar role within the financial industry.
- Familiarity with global regulatory requirements and standards.
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.