Head Asset & Wealth Management Operations Managing Director jobs at Jpmorgan in Philippines
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Philippines
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191 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...
Process disbursement of all payments of cash and stocks to clients, record date income / stock reconciliation, disclosures of beneficiary holdings reporting. Participate in daily operational processing in Corporation Actions....
Manage a team that delivers programs and/or projects with moderate complexity relating to Quality Control. Oversee a team that delivers programs/projects, including overall client experience, transformation initiatives, and operational improvements,...
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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