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Asset Management, Private Bank - Client Onboarding Officer - Geneva

Job Description

Our Business

 

J.P. Morgan Asset Management, with client assets of more than $2 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.

 

Global Wealth Management (GWM) is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world.

 

Our Team

 

The Onboarding Officer Team forms part of the wider Client Onboarding team, with a particular focus on ensuring adherence to regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. Key priorities include the review of client documentation at account opening, the maintenance of data in a variety of systems, regular review of existing client files and processing of any ad hoc changes requested by clients. This is a great opportunity for the right individual to work in a fast paced, dynamic team.

 

Job Description

  • Review of client account opening documentation to ensure adherence to legal, regulatory and internal requirements.
  • Direct communication with clients in the account opening phase in order to obtain information and documentation.
  • Review and processing of most client-signed documentation throughout the life of an account.
  • Keeping up to date a variety of systems used to store client information and documentation.
  • Analysis of existing client files from a KYC/AML perspective within a determined review period.
  • Attending to our internal partners’ queries

Expected Skills

  • Bachelor's degree or higher in Accounting, Finance or Law preferred
  • Experience in implementing AML and KYC rules preferred
  • Excellent organizational skills - attention to detail, methodical, process driven
  • Strong interpersonal, verbal, and written communication skills
  • Ability to multi task effectively
  • Team player
  • Strong Microsoft Word/ Excel knowledge
  • Fluency in English (other European languages would also be an advantage)

 

PLEASE NOTE: ALL INTERNAL MOVES WILL NORMALLY TAKE PLACE ON THE SAME GRADE AND SAME SALARY. SALARIES ARE REVIEWED ANUALLY IN FEBRUARY. EXCEPTIONS TO THE RULE REGARDING TRANSFER ON CURRENT SALARY MAY INCLUDE A MOVE BETWEEN GEOGRAPHIC LOCATIONS

Req #: 160040835
Location: Geneva, GE CH
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: Swiss Franc (CHF)

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