APAC Client Onboarding Lead, Wealth Management Operations
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Monthly Salary:
Posted on:
7 hours ago
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1 Vacancy
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Job Summary
Description
Step into a leadership role within our dynamic Client Operations team and drive innovation in the banking industry. Youll have the unique opportunity to enhance your leadership skills while delivering impactful solutions for our clients. Our team supports career growth and mobility fostering a culture that values collaboration and continuous improvement. Embrace the chance to make a difference and enjoy a rewarding career journey. Experience the benefits of joining a team that prioritizes both client and employee satisfaction.
As a Client Onboarding Lead within the Wealth Management Operations team you will provide expert advisory services to onboard entity clients in the Asia region ensuring compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations. You will collaborate with front office and control partners to deliver an exceptional onboarding experience act as a subject matter expert for complex cases and drive operational excellence. Over time this role may expand to include team leadership responsibilities developing and managing a high-performing onboarding team.
Job responsibilities
- Advise clients and internal stakeholders on onboarding requirements documentation and regulatory standards.
- Oversee the delivery of an excellent client onboarding experience by team members.
- Serve as a point of escalation for complex onboarding cases providing expert guidance and solutions.
- Meet regularly with Business Managers and Client Onboarding Team Leads to ensure onboarding expectations are met.
- Provide guidance on AML/KYC policies and procedures and present solutions to enhance controls across the KYC review process.
- Lead preparedness for audits and regulatory exams acting as the key contact for discussions and file reviews and ensuring adherence to firm-wide control policies and regulatory requirements.
- Collaborate with global AML/KYC colleagues to maintain a robust monitoring framework.
- Manage the end-to-end onboarding process including account opening maintenance in various systems and ensuring all steps are executed accurately and efficiently.
- Review and manage daily work volumes ensuring completion within established deadlines and in accordance with policies and procedures; track and report team performance against key metrics and objectives to meet KYC service level agreements (SLAs).
- Coordinate and report on internal initiatives and project plans to management; investigate follow up and resolve escalated onboarding client issues through effective collaboration with business partners and stakeholders.
- Evaluate staff performance provide feedback and support talent recruitment training development and knowledge sharing to advance team members roles; model and drive creative problem-solving and decision-making skills within the team.
Required qualifications capabilities and skills
- Bachelors Degree required.
- Minimum 10 years of experience in the financial industry with a focus on client facing experience.
- Fluency in Chinese (Mandarin and/or Cantonese) required.
- Excellent time management organizational and interpersonal skills.
- Strong risk mindset and attention to detail.
- Effective in a team setting but also a self-starter able to operate with minimal oversight.
- Demonstrated ability to work in a fast-paced environment and manage multiple priorities.
- Strong communication negotiation and stakeholder management skills.
Preferred qualifications capabilities and skills
- Professional certifications in AML/KYC (e.g. CAMS ICA) preferred.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
