Commercial Investment Bank - Payments Operations jobs at Jpmorgan in China, Shanghai

The Middle Office will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation and Renewals. The position will be required to facilitate the end to end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the Wholesale Client Onboarding team to incorporate into the KYC platform.

Key Responsibilities

• Manage new business requests received from the Front Office and facilitate the KYC process end to end

• Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements

• Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required

• Work closely with the Front Oce and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence

• Follow up with Client Onboarding teams to ensure onboarding is completed within agreed timeframes

• Liaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize open requests

• Frequently interact with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groups

• Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required

• Manage personal workload and priority items and ensure timely escalation of key risks/issues to management

• Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region

• Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business

Skills Required

• A working knowledge of KYC/Compliance/AML procedures and standards

• Knowledge of multiple client types (i.e. Corporates, SPV, Trust, F.I.’s. etc.)

• Knowledge of financial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business)

• Strong verbal and written communication skills

• Strong time management, organizational, relationship building skills

• Quality client focus, strong controls mind-set and strong customer service skills(e.g. oral and written communication skills)

• Prior experience of adhering to controls and compliance standards

• Ability to grasp/learn concepts and procedures quickly

Qualification & Experience

• Knowledge of KYC & Client onboarding is preferred with at least 2-4 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience)

• B.S. Degree or equivalent

Job Summary

As an Associate in Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

Roles and responsibilities

• Responsible for the assessment and control of deal execution quality throughout deal life cycle
• Advise deal execution teams on technical and execution issues
• Review working papers to ensure completeness and compliance with the regulatory requirements before submission
• Support the development and maintenance of investment banking policies and procedures

Qualification:

• Fluency in written and spoken Chinese and English
• Attainment of all necessary CSRC licenses (or any other licenses / qualifications as required) for carrying out securities and other regulated activities
• Bachelor degree or above
• At least 5 years working experience in a reputational investment banking company or an accounting firm
• At least 3 years of experience in a quality control function with diverse product review exposure
• Sponsor principal qualified/CPA (or equivalent certificate) /legal background a plus

Job Summary

As a Private Banker working for J.P. Morgan in Paris, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Private Banker are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Job Responsibilities

• Generate business results and acquire new assets across Paris and surrounding areas
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking working with high net worth individuals across Paris and surrounding regions, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments.
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent French and English

Preferred Qualifications, Capabilities, and Skills

• Asset allocation / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship

As a Summer Analyst in the Global Markets Program, you will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Across all tracks, you will support senior colleagues with important research, analysis and preparatory work. Your work and contributions will be valuable to the team from the start. Expert instructors and J.P. Morgan professionals will teach you about our history, the scale and scope of our organization today and our ambitious plans for tomorrow. We will teach you technical and practical skills that will help you hit the ground running.

Job responsibilities

In the Sales Track:

• Helps corporate and institutional clients navigate the breadth of J.P. Morgan product offerings across Markets and Platform Services.
• Learn how we build relationships with clients and package tailor-made solutions that meet the needs of a wide array of clients. A salesperson typically has excellent communication skills, an analytical mind, is a capable multi-tasker, and team oriented.

In the Trading Track:

• a unique insight into global markets.
• Provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e-trading platforms. A trader’s role is to respond to and encourage client enquiries, manage the resulting risk, and respond to market-moving events. Trading is detail-focused, intellectually stimulating and requires logical and quick decision-making.

Required qualifications, capabilities and skills:

• Expected graduation date of September 2026 – July 2027 from a Bachelor’s or Master’s program
  • If you are pursuing a Master’s Degree, it must be completed within 2 years of your Bachelor’s Degree
• Proven analytical skills (e.g., algebra, statistics, probability), experience with quantitative and data analysis
• Exceptional writing skills
• Genuine interest in financial markets and economic data and trends
• Ability to multi-task and collaborate within a team environment
• Strong organizational skills and ability to meet deadlines in a dynamic environment
• Confidence and initiative to take on responsibility and manage your own projects
• Excellent verbal and written communication skills
• We’re a global company whose primary business language is English and so fluency in English is required.
• Fluency in Mandarin is required as you will focus on client engagement and business development for the Sales desk covering the Chinese market
• To be eligible for this program, you must be authorized to work in China. We do not offer any type of employment-based immigration sponsorship for this program.

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.

Please email us atfor any enquiries, and visit

About the Position

As a PSS, you will be responsible for client engagement, solution design, commercialization, and pipeline management of payment rails products that J.P. Morgan delivers in APAC, and particularly in China/Hong Kong region. You will be acting as the voice of the customer by understanding their needs, analyzing and communicating feedback to the Product teams. On the other hand, you need to target clients, assure that the value of payments product capabilities is tailored to them, and accelerate payments revenue realization. You will influence the investment roadmaps to represent client needs, and help with the commercialization of new investment by increasing client adoption and building a strong pipeline. The role requires extensive collaboration with clients, Sales, Advisory, Product Managers, Client Onboarding and Service, and interacts with other payments product teams including global clearing, cross currency, digital channels, account services and liquidity, blockchain, etc.

Responsibilities

• Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends. Leads solutioning and the adoption of existing and upcoming products while configuring optimal solutions.
• Partners with corporate bankers and treasury sales to proactively identify and pursue new sales opportunities, understand client buying and usage behavior, and the impact of regulations on their decisions. Actively drive RFP responses by being instrumental in delivering client pitches at a regional/global level and identify key areas of opportunities through active client engagement.
• Leads client/deal pricing discussions that strategically balance the pursuit of volume opportunities with the achievement of revenue targets, ensuring that pricing strategies are competitive yet profitable.
• Serves as market expert for regulations and market trends; ensure understanding of the risk attributes of different rails products, the client segments, and how the solutions are being used.
• Markets APAC payment rails offerings via active participation at external events and industry conferences, organizing and delivering seminars, webinars and presentations.
• Provides subject matter expertise to further the knowledge of sales teams by designing and delivering customized training.
• Helps drive commercialization of new product launches by proactively identifying and locking in pilot clients; Spearhead the development and launch of targeted sales campaigns.
• Maintains an accurate and up-to-date pipeline, collaborating with sales and business management teams to ensure all information is current; track pipeline opportunities and proactively work with sales to advance the pipeline.

Experience and requirements

• Bachelor’s degree in Finance or equivalent
• Minimum 7-8 years of treasury management experience in a client facing function such as corporate banking, fintech or eCommerce product/sales and preferably in payments
• Demonstrated track record in understanding and marketing/executing payments solutions in APAC
• Familiarity with market and industry trends including regulatory changes impact the treasury services industry, and technological advancements such as blockchain
• Excellent communication, presentation and influencing skills
• Able to work under stress and demanding deadlines; able to manage a diverse set of stakeholders
• Creative problem solver, capable of developing innovative and differentiated solutions
• Execution-oriented self-starter who is proactive and able to deliver in efficient and effective manner; demonstrates experience of operating successfully within larger cross-functional organizations
• Prior client management experience a plus

As a Cash Operations Transaction Processor, the position is responsible for the daily regulatory reporting and related transaction processing.

• Ensure that all routine work are completed as per the agreed timeline
• Monitor the exceptions and ensure that they're resolved in a timely manner
• Identify opportunities for improving the efficiency of the process
• Properly handle client requests
• Prepare regulator reports

• Experience with and a working knowledge of Payment Processing Operations
• Working Knowledge of Foreign Exchange conventions and State Administration of Foreign Exchange reporting
• Interpersonal/communication skills and ability to communicate internally and externally
• Demonstrates a proactive approach to problem solving, ability to escalate issues as appropriate
• Strong PC skills, including knowledge of Microsoft Office Suite

Job Responsibilities:

• Oversee the analytics function within the Lending and Capital Strategy team, ensuring effective data integration and solution development
• Develop and execute a comprehensive data strategy that aligns with organizational goals, ensuring the effective use of data to drive business growth
• Analyze business data to identify trends, patterns, and opportunities for improvement
• Apply statistical techniques to interpret data and generate actionable insights, and serve as a subject matter expert on existing reporting framework, analytical techniques, and best practices
• Design and maintain dashboards and reports to communicate findings and track key performance indicators (KPIs)
• Bring awareness to and provide data driven analysis on root cause
• Demonstrate excellent written and verbal communication skills: able to present facts, thoughts and ideas in a clear, concise and convincing manner to cross-functional partners

Required qualifications, capabilities, and skills:

• Formal training in Data Science, Statistics, Business Analytics, Computer Science, or a related field
• Minimum 6 years of experience in business analytics, with a strong understanding of data analysis and visualization techniques
• Proficiency in programming languages such as Python or R, and experience with machine learning libraries (e.g., TensorFlow, scikit-learn)
• Strong understanding of statistical methods and data analysis techniques
• Experience with data visualization tools (e.g., Tableau, Power BI) and database management (e.g., SQL)
• Excellent problem-solving skills and the ability to work independently and collaboratively
• Strong communication skills, with the ability to convey complex analytical concepts to non-technical audiences

Preferred qualifications, capabilities, and skills:

• Banking and Financial services background is an added advantage