Wealth Management Kyc Analyst jobs at Jpmorgan in China, Kowloon
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China
Kowloon
41 jobs found
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JPM
JPMorgan Wealth Management - Investment Implementation China, Hong Kong, Kowloon
Understand client and advisor needs . Invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue....
Analyzing portfolios including positioning, analytics and performance results. Creating and maintaining client presentations, marketing, performance commentary, and other client communications. Responding to ad-hoc requests from clients and internal groups. Facilitating...
Oversee the Investment Book of Record to ensure any securities, derivatives and cash position discrepancies are identified and escalated to the Portfolio Managers in a timely manner. Collaborate with various...
Vigilant coordination with client instructions to facilitate Asset Servicing optimization strategy. Engage with front office, middle office, settlements, cash management, custodians, etc. to proactively manage the risk of high-profile corporate...
Collaborate with internal stakeholders to identify business needs and develop NLP/ML solutions that address client needs and drive transformation. Apply large language models (LLMs), machine learning (ML) techniques, and statistical...
Trade capture and booking equity derivatives e.g. Listed Futures and Options, Equity Swaps, ETFs, ADRs/GDRs, FX, Vanilla and Exotics OTC Products, Structures Notes, Warrants, Certificates including New Issuances, Increase /...
Act as primary contact with external clients and Integrated team for day-to-day account administration and servicing. Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution...
Understand client and advisor needs . Invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue....
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