J.P.Morgan , Switzerland
16 Sep, 2021Unbefristet
Business Results - Deliver the goals of your team, function and the company Oversee the documentation updates production process per client relationship; Keep the rejection rate to the minimum by ensuring the right level of communication; Ensure that quality-control sample checks are passed; Create and maintain consistency regarding documents review cross markets; Work closely with members of the legal department and other control functions (e.g., Compliance and Risk) with the view to implement Best in Class processes; Contribute to align the knowledge, processes and practices cross markets. Client / Customer focus - Identify and deliver appropriate solutions that address the needs of clients and customers Ensure a good and smooth relationship with our key stakeholders, e.g. Business, Compliance, Legal, client Services to ensure the best client experience; Review and process most client-signed documentation throughout the life of an account; Ensure all documents are processed within the agreed SLA to minimise disruption and qualitatively enhance the client experience, along the line with reducing risk. Teamwork & Leadership - Foster a collaborative and inclusive environment while managing your responsibilities Ensure that the teams are working with the Best in Class processes; Contribute to the relevant procedures and document the agreed approaches; Identify training needs and raise them to the line manager; Promote the value of challenging the status quo, seeking to improve ways of working and having a forward-thinking mind-set, in line with the Firm's Values and Strategy; Promote an environment of inclusion, diversity, collaboration and trust within the Maintenance Team. Risk, Control & conduct - Exercise sound judgment; act with integrity; protect our company, clients and customers Continually reassess the operational risks and likelihood of operational risk occurring by reviewing risks associated with the role and inherent in the business, or as identified by the Management team, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new processes; Support Risk Management requirements, ensuring risks are managed effectively within the team. Background Bachelor's degree or higher in Finance or Law preferred; Deep knowledge of the different structures open within the Wealth Management industry; Sound understanding of KYC/AML fields; Experience in implementing AML and KYC rules preferred; Project Management skills a definite plus. Expected Skills and values Drives results through leadership, people, communication and influence; Deep knowledge of the different structures open within the Wealth Management industry; High ethical values; A strong sense of ownership and responsibility; Comfortable with change, ambiguity, debate, conflict and informed risk taking; Willingness to make decisions, while ensuring buy in from stakeholders; Excellent organizational skills - attention to detail, methodical, process driven; Outstanding interpersonal, verbal, and written communication skills; Multi-tasker who can manage multiple streams of work concurrently and prioritize effectively; Strong Microsoft Excel knowledge; Fluency in English mandatory / fluency in Spanish or any other European languages would also be a strong advantage. IPB2021 About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.