Apply Now    

Wealth Management - JPMS Authorities - Team Leader

Req #: 170112195
Location: Hyderabad, AP, IN
Job Category: Asset Management
Job Description:

 

 
Introduction
 
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.

 

JOB TITLE

·         Team Leader – Band 502

 

 

PURPOSE
*Duplicates are identified based demographic information, including Name, Date of Birth, SSN/TIN and Address
*Remediation team to review client documentation to confirm the ECIs represent the same individual
*Documentation, MOL and additional demographic reviews and updates are completed on the surviving ECI in preparation for the merge
*Reduce the creation of duplicates and improve the ability to identify and remediate more timely as well as capturing the number of requests processed for the MIS/Reporting purposes.

 

* Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types & involve in effective transfer of knowledge

 

KEY PERFORMANCE AREAS AND % TIME

  • Accuracy in processing in line with SOPs with no errors.
  • Identify & escalate all error/exceptions on identification.
  • Responds to routine queries/complaints
  • Be audit focused in all BAU activities.
  • Comply with the firm's policies & SOPs.
  • Navigates systems quickly and accurately
  • Identify opportunities for process efficiency & implement in a controlled manner
  • Exhibit effective communication with key stakeholders.
  • Thorough knowledge of SOPs/related check points.

 

MINIMUM REQUIREMENTS
 
Minimum qualifications Graduate (Bachelor’s Degree in Commerce/other related background) with •    Good Product & Process Knowledge, Ability to perform Research & Investigation, Good Problem Solving & Analytical Skills, MIS & Reporting Skills, Ability to Transfer Knowledge, Identify opportunities for process improvement/improve efficiency.
 
  • Minimum experience Min 4+ years experience in Financial Services environment
  • Key competencies must indicate competencies essential to do the job:
    • This role requires meticulous attention to detail.
    • An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential.
    • Flexible to work overtime and on holidays
    • Knowledge of Microsoft Word, Excel and Access.
    • Ability to work in a deadline driven environment
    • A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
    • Client focused
    • Good time management skills
    • Uses initiative & readily questions
    • Must be very detailed oriented.
    • Excellent written & spoken English communication skills.
    • An appreciation of control and quality issues.
    • Control orientated
    • Risk awareness
    • Preferred Skills & Experience - include specifics, as above
    • Knowledge of Investment products.
    • Knowledge of the operating and compliance standards and audit requirements of the department
    • Worked in an automated Processing environment
    • Banking Operations experience required, Private Banking operations experience would be beneficial.
    • Self-motivated.
    • Have strong communication skills (written and verbal)
    • Have the ability to work independently and to proactively seek guidance from others as needed
    • Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
    • Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
    • Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
    Apply Now    

    Join our Talent Community

    Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

    Other Information

    Apply Using LinkedIn

    You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

    Submit an Updated Résumé

    During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.