Global Wealth Management Operations Summary
Global Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Global Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.
GWM Client Onboarding
The newly formed GWM Client Onboarding team sits within the GWM Operations organization and is centrally in charge of client onboarding responsibilities in coordination with our bankers and business partners. This involves preparing and quality checking all the necessary documents required for Know-Your-Client (KYC) reviews for both new and existing clients.
The individual will be part of the team managing the 24 hour account opening model for select USPB Individual Standard Risk Clients, one of GWM’s key deliverables. Reposnsibilities include managing the communications, operating model, process and reporting. Communcations would include both internal Client Onboarding audiences (Onboarding Management and Virtual Fast Track teams) and external Client Onboarding audiences (Banker ITM, GFCC, JPMS, and Regional COOs). Oversee the processs that includes Guidance: Banker checklist (for Front Office team) and Standard Operating Procedures (for Fast Track team); Screening: providing names to JPS or CLS Corporate; returning evidence of results; Restrictions: Determine process for confirming KYC workflow post account opening. Build MIS to track and report volumes and turnaround times to various audiences (COOs, Ops, Bankers, etc.) and report on CLS (Client List Screening) results.
Responsibilities (includes below but not limited to)
B.S. Degree or equivalent work experience; Masters Degree is preferred
Business or Finance is preferred
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
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