Cash Asset Management Operations Lead - Executive Director jobs at Jpmorgan in Philippines, Quezon City
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Company (1)
Job type
Job categories
Job title (1)
Philippines
Quezon City
192 jobs found
08.04.2025
JPM
JPMorgan Wealth Management - Account Opening Analyst Philippines, Quezon City
Review and interpret client documentation for brokerage account maintenance. Perform suitability updates based on client or partner instructions. Research documentation to ensure accurate suitability (FINRA Rule 2111 / SEC 17A3)....
Confirm and settle Currency and Emerging Markets trades in a timely manner. Liaise with Bankers, CEM Sales and counterparties to resolve discrepancies. Reconcile and coordinate daily cash movements to Cash...
Coordinate and fulfill travel bookings for clients, ensuring all details align with their specific needs and preferences. Utilize travel management technology tools to streamline the booking process and enhance the...
Manage the entire life cycle for Corporate Actions, Income and Proxy. Ensure accurate and timely completion of operational procedures. Understand, follow, and demonstrate compliance with all Risk and Control regulations....
Review and interpret client documentation for brokerage account maintenance. Perform suitability updates based on client or partner instructions. Research documentation to ensure accurate suitability (FINRA Rule 2111 / SEC 17A3)....
Gather and analyze complex data and develop accurate conclusions with sufficient comprehension of the business to understand risk implications. Understand user experience to aid support in defect troubleshooting. Facilitate forums...
Review and interpret client documentation for brokerage account maintenance. Perform suitability updates based on client or partner instructions. Research documentation to ensure accurate suitability (FINRA Rule 2111 / SEC 17A3)....
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