12 Jan

Wealth Management Onboarding Officer Associate Jobs Vacancy in Morgan Chase Singapore

Position
Wealth Management Onboarding Officer Associate
Company
Morgan Chase
Location
Singapore S00
Opening
12 Jan, 2018 30+ days ago

Morgan Chase Singapore urgently required following position for Wealth Management Onboarding Officer Associate. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Wealth Management Onboarding Officer Associate Jobs Vacancy in Morgan Chase Singapore Jobs Details:

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.

Introduction to Role

The Onboarding Officer (OO) coordinates the effective completion of each assigned case, and is the single point of contact for Front Office staff where there is a query on status

Job Description

The Client Onboarding Officer will be part of the global Middle Office Operations team supporting all aspects of client Onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation.

Key Responsibilities

Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the end to end New Account Opening process

Act as primary interface for Bankers ; responsible for managing expectations and enhancing the client experience

Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the banker

Set and manage the priority of all on-boarding requests through ongoing engagement with business , whilst proactively managing the on-boarding pipeline throughout all stages of the process

Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements

Single point of contact to facilitate all queries for that case, including issues around PEP, screening, regulatory, compliance, legal, operational risk, account opening

Undertake Client due diligence on a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures

Analyse AML risks associated with the client from a technical perspective , identify and escalate potential risks and operational issues as appropriate

Identify red flag / dot situations and escalate in line with policy and procedures

Ensure necessary KYC docs are attached to the client’s CDD in line with policy and procedures

Ensure New Account Tracking file is updated on real time basis so as to reflect the accurate status

Ensuring appropriate and confidential handling / sharing of sensitive client data

Contribute ideas and participate in efforts to drive continuous improvement to enhance service delivery

Escalate issues in a timely manner in line with the escalation protocols

Escalate recurrent issues surrounding the onboarding process to management

Work independently and complete assigned tasks within the established timeframes
Experience / Exposure

Relevant experience in Client Onboarding

Strong understanding of KYC, AML, Regulatory requirements (i.e. HKMA and MAS)

Knowledge of Private Banking industry

Strong interpersonal , analytical, problem solving , negotiating , influencing , facilitation , organizational , prioritization, decision-making , and conflict resolution skills

Excellent communication skills, fluent in English and local language ( written / verbal) as appropriate

Open minded, able to share information, knowledge and expertise with peers and team members

Key Competencies

Business

Industry & Regulatory Knowledge

Risk Management

Communication

Managing complexity

Technical

Client Service

Product knowledge (internal / external )

Operational Management

Quality Management

Change Management

Behavioral

A dedicated team player

Strong sense of ownership and accountability

A "can do" attitude is a must with a passion for driving best practices

Logical, structured approach to planning, problem solving and decision-making

Comfortable with change, ambiguity, debate, conflict and informed risk taking

Multi-tasker who can manage multiple streams of work concurrently

Willingness to make decisions, while ensuring buy in from stakeholders

Ability to challenge and influence stakeholders to ensure decisions are well thought out


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