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Wealth Management - Client Onboarding Project Lead - Analyst (Professional) - Edinburgh

Req #: 180024221
Location: Edinburgh, SCT, UK
Job Category: Operations
Job Description:

 Business Overview

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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.

Our Team

The team is Onboarding within Asia & EMEA.

Established as a market-leading function, the Onboarding Organisation’s objective is to help manage the regulatory risks involved in onboarding clients, with special attention to meeting the regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements.  The team includes onboarding officers, quality control, account control administration and project managers.

The Role

The project lead will be based in Edinburgh and will be part of the practice support team (Change & Development) within the Onboarding Organisation.  The project lead will provide assistance to the local Change & Development team to provide oversight for the regions: including assistance with information management and project management.  This role involves frequent interaction with management and other key stakeholders (e.g.: CSS, COO etc.) in a fast-paced team environment, as well as the opportunity to work on specific strategic projects.  The role will include, but is not limited to:

• Act as a change agent to enable delivery of the Client Onboarding agenda

• Build detailed knowledge of the Client Onboarding workflows and organisation

• Research and resolve data issues and answer queries from management and other key stakeholders

• Escalate and/or resolve team issues; track and measure recurring themes for systemic issues and opportunities

• Coordinate and provide disciplined project management on ad hoc projects across regions

• Liaise with Legal, Risk, Compliance, Front Office and Tech on certain projects

• Coordinate materials and agenda for management & other meetings

Required Knowledge and Skills:
Business Skills:
  • Business Analysis and Project Management skills
  • Private Banking/Asset Management Operations business experience
  • Project Implementation within Financial Services Operations
  • Ability to work with multiple stakeholders in a fast moving environment
  • Knowledge of Client Onboarding, KYC/AML
  • Experience of analysing and reviewing processes, workflows and systems within a large organisation
  • Able to accurately document and present information

In addition we look for:

  • Proactive, strategic thinker
  • Focused, with a tenacity to resolve issues and conflicts
  • Flexible and able to work in a fast-paced environment to effectively meet deadlines
  • Excellent interpersonal and communication skills
  • Strong sense of accountability and ownership
  • Pro-active self-starter
  • Ability to work effectively in a team environment and ability to adapt to a rapidly changing business and technological environment
  • Able to work in situations where there is ambiguity
  • Ability to deal with highly confidential information in a professional manner

Education and Experience:

  • Degree qualified and/or relevant professional experience, or qualifications
  • Specific Private Banking Operations industry related experience
  • Strong Microsoft Office skills, in particular with Excel and Powerpoint
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase & Co. is an Equal Opportunity Employer.
The closing date for this vacancy is Wednesday, the 4th of April 2018.
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