Wealth Management - Client Onboarding – Senior Associate jobs at Jpmorgan in India, Mumbai
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Account Opening & Maintenance: Open and update client accounts, process client instructions, and handle tax documents (FATCA, CRS, W8, W9) while ensuring compliance with policies and procedures. Coordination & Communication:...
The candidate will join a team focused on delivering business impact through Data Quality management. The role will require working with stakeholders across the Wealth Management to ensure fit-for-purpose data,...
Job SummaryJob Understanding the requirements and platform solution of assigned client implementations. Participate in defining and approving the client’s solution from connectivity and processing to reporting and reconciliation. Validation of...
Lead the planning, management, and delivery of global projects. Develop and execute robust project plans, applying project management methodologies pragmatically. Utilize a clearly defined delivery roadmap, ensure thorough documentation, and...
Conduct detailed data analysis to identify trends and insights that support data-driven decision-making. Liaise with business stakeholders to gather requirements and translate them into technical specifications. Collaborate with cross-functional teams...
Identifiy risk for Custom Credit Underwriting practices within Wealth Management Risk. Review Quality to validate the effectiveness of grading and risk analysis as well as adherence to policies, procedures and...
Partnering with business stakeholders to identify opportunities for leveraging advanced analytics. Leverage the power of AI/ML to solve complex business problems. Embed analytics process in organizational decision making: descriptive, diagnostic...
Account Opening & Maintenance: Open and update client accounts, process client instructions, and handle tax documents (FATCA, CRS, W8, W9) while ensuring compliance with policies and procedures. Coordination & Communication:...
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