Wholesale Client Onboarding (WCOB) is a global team with locations in major locations such as New York, Delaware, London, Bournemouth, Hong Kong and Mumbai. The team functions in close partnership with Sales, Operations, Credit, Legal and Compliance to ensure efficient and timely on-boarding to the JP Morgan infrastructure. COB plays a critical role in introducing new clients to our organization as well as ensuring full due diligence is done with respect to new and existing relationships.
As one of the world’s largest and most trusted full-service providers, J.P. Morgan’s Treasury Services delivers cash management, trade, liquidity, commercial card and escrow services that resolve the working capital and efficiency challenges treasury professionals face today.
Role and Key Responsibilities:
The key responsibilities will be the stakeholder, relationship and pipeline management of new clients being onboarded for key priority clients and Sales desks.
Liaise with the IB business and directly with Clients as required to obtain Client OnBoarding requirements and ensure efficient Client OnBoarding for different asset classes.
Onboarding of various different products such as CDS, derivatives, FX , Rates for the regulated asset managers and other priority clients.
· Strong product knowledge of different product classes and trade life cycles such as FX, eCOM, CDS, Swaps, derivatives and knowledge of legal documentation needed such as ISDA’s, GMRA’s etc.
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