Incident Client Advisory Team Lead jobs at Jpmorgan in Switzerland, Geneva
JPMorgan Credit Operations Analyst – Deal Specialist Team Switzerland, Geneva, Geneva
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As a Credit Platform Services Analyst within the Geneva Credit Platform Services team, you will be instrumental in drafting credit documentation, monitoring collateral values, and processing loan drawdowns and asset transfers. Working closely with Lending Solutions, Underwriting, and Credit Risk Executives, you will ensure compliance with JPMorgan policies and regulatory requirements. Your proactive approach and strong communication skills will help you thrive in our dynamic environment.
Job Responsibilities:
- Produce standard and non-standard credit documentation using templates provided by the Legal Department.
- Collaborate with Lending Solutions, Credit Executives, and Legal Advisors to validate documentation requirements.
- Review credit requests, submit for approval, and maintain critical client data in corporate systems.
- Ensure adherence to JPMorgan policies and regulatory requirements.
Required Qualifications, Capabilities, and Skills:
- Up to 3 years of relevant experience in private banking or credit products.
- Full working proficiency in English.
- Proactive team player with excellent interpersonal skills.
- Strong commitment, integrity, and ability to meet tight deadlines.
- Organizational and problem-solving skills with attention to detail.
- Proficient in Microsoft Office, especially Excel.
- Experience with tools such as Alteryx, Tableau, Python, and/or VBA.
- Ability to digest large amounts of information and prioritize tasks.
- Enhance processes for efficiency and control.
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JPMorgan Credit Operations Analyst – Collateral Monitoring Team Switzerland, Geneva, Geneva
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Are you ready to make an impact in the world of private banking? As a Credit Platform Services Analyst, you will play a crucial role in supporting our Private Banking Operations by collaborating with key stakeholders and ensuring the seamless execution of credit services. This is your opportunity to grow your career, enhance your skills, and contribute to a team that values innovation and excellence.
As a Credit Platform Services Analyst within the Geneva Credit Platform Services team, you will be instrumental in monitoring collateral values, and processing loan drawdowns and asset transfers. Working closely with Lending Solutions, Underwriting, and Credit Risk Executives, you will ensure compliance with JPMorgan policies and regulatory requirements. Your proactive approach and strong communication skills will help you thrive in our dynamic environment.
Job Responsibilities:
- Approve payments, loan drawdowns, and asset transfers in line with Credit Policy.
- Book and monitor Stand By LC’s and related fees.
- Monitor daily collateral values and credit exposure to ensure compliance with authorized limits.
- Work in partnership with Lending Solutions, Credit Executives, and Legal Advisors.
- Review credit requests, submit for approval, and maintain critical client collateral data values in corporate systems.
- Ensure adherence to JPMorgan policies and regulatory requirements.
Required Qualifications, Capabilities, and Skills:
- Up to 3 years of relevant experience in private banking or credit products.
- Full working proficiency in English.
- Proactive team player with excellent interpersonal skills.
- Strong commitment, integrity, and ability to meet tight deadlines.
- Organizational and problem-solving skills with attention to detail.
- Proficient in Microsoft Office, especially Excel.
- Experience with tools such as Alteryx, Tableau, Python, and/or VBA.
- Ability to digest large amounts of information and prioritize tasks.
- Enhance processes for efficiency and control.
- Strong attention to details.
JPMorgan Incident Client Advisory Team Lead Switzerland, Geneva, Geneva
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Join the fast-paced and dynamic JPM Suisse Private Bank Client Operations team to onboard new clients, maintain existing accounts and drive best practices whilst ensuring we adhere to regulatory requirements.
The Incident Client Advisory (ICA) team is part of the wider Client Operations team, with a particular focus on ensuring adherence to regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements.
- Monitor case management outputs and identify and implement improvements
- Establish and report appropriate metrics for ICA inputs, processes and outputs
- Manage a team (performance management and workload distribution included)
- Establish feedback mechanisms with partners (e.g. Onboarding, Client List Screening, Global Financial Crime Compliance, Technology)
- Update ICA processes and procedures
- Manage system improvements and monitor system integrity
- Fulfil requests for information from business partners and external parties (e.g. auditors, examiners)
- Manage cases and special projects as needed
- Extensive experience within financial services, operational or risk management fields and managing teams
- Sound understanding of KYC/AML fields and deep knowledge of the different structures open within the Wealth Management industry and the documentation associated with such structures
- Legal or Compliance background with strong knowledge of Swiss Law, CDB, OBA FINMA and other regulatory topics related to companies with complex structures
- Strong written and oral communication skills with a "can-do" attitude and passion for driving best practices
- Excellent analytical and problem solving skills with the ability to exercise sound and balanced judgment with great attention to detail
- Ability to coordinate issues, findings and practices with colleagues across regions and/or divisions
- Ability to apply business knowledge to new situations and able to approach situations both globally and specific to product area
- Team player with ability to prioritise in a fast moving, high pressure, constantly changing environment
- Ability to deal with highly confidential information in a professional manner
- Fluency in English is mandatory
- Strong Microsoft Office skills, in particular with Word and Excel
- Higher degree in Finance, Law or Compliance would be preferred
- Fluency in French, German, Spanish, Arabic or Portuguese would also be a strong advantage
JPMorgan Risk-Lead Credit Officer – Vice President Switzerland, Geneva, Geneva
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As a Risk - Lead Credit Officer - Vice President within the Wealth Management Risk Management credit risk team, you will play a pivotal role in managing credit risks arising from various sources, including counterparties, trading, investments, industries, geographies, and clients. You will partner with clients, business partners, and risk leaders to structure and approve credit transactions, ensuring alignment with our credit quality and risk appetite. Your collaboration with senior risk leaders and other control functions will help mitigate potential impacts on other risk types, such as Market, Liquidity, Operating, and Reputational risks.
Job Responsibilities:
- Approve new and existing credit risk exposures for the Global Private Bank client base within authorized limits.
- Ensure credit exposure is structured, documented, and approved in accordance with JPMorgan Credit Policy.
- Monitor Exception Reports, collaborate with teams to resolve issues, and escalate potential problems promptly.
- Work closely with senior management, other risk functions, and Lines of Business to ensure holistic risk appetite and governance.
- Identify and monitor concentrations, trends, and themes in the portfolio.
- Lead periodic Portfolio and Product Guideline reviews.
- Drive key projects and strategic initiatives to enhance processes and improve risk management.
Required Qualifications, Capabilities, and Skills:
- Minimum of 10 years in Banking, with experience in structuring complex credit transactions or related experience.
- Proven ability to analyze credit structures, make informed decisions, and mitigate credit risks.
- Excellent leadership, management, and business partnership skills.
- Exceptional communication, negotiation, influencing, and coaching skills, both spoken and written.
- Ability to work effectively and respectfully with others to foster an inclusive environment.
- High level of analytical skills, including financial analysis.
- Attention to detail and ability to drive results across a global organization.
Preferred Qualifications, Capabilities, and Skills:
- Undergraduate degree preferred.
- Experience and familiarity with approving credit transactions preferred.
- Experience with industry-recognized risk certifications such as CISM, CRISC, CISSP, CISA, CCEP, CRCM, CRCMP, GRCP.
- Background in auditing and understanding of internal controls.
- Proficiency in MS Office Suite - Microsoft Word, Excel, Access, and PowerPoint.
- Knowledge of data analytical tools such as Tableau, Alteryx, or Python is a plus.
JPMorgan Client Service Specialist - Geneva Switzerland, Geneva, Geneva
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As a Client Service Support Specialist within the Private Bank, you will be the primary support person for service-related execution. You will be supporting our Client Service team for all the regions based in Geneva in delivering a high-quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. This is a non-client facing role that requires adaptability, attention to detail, and excellent communication skills. Previous experience in a similar role within the financial services and/or Banking industry is an advantage.
Job Responsibilities
- Enter data and initiate process, mainly payment transfer inputs
- Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
- Working within a team to execute daily transactions, mainly payment instructions and liaise and follow-up with internal teams for transfer issues
- Assist the team in production of monitoring reports for daily transaction as well as verify and maintain data quality
- Signature Verification of Instructions received from clients
- Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager
Required Qualifications, Capabilities and Skills
- Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities associated if they are not executed properly
- Consistently detail-oriented and results-focused when dealing with high volumes
- Team player with the ability to work well with multiple stakeholders and other team members
- Excellent English communication skills (verbal and written)
Preferred Qualifications, Capabilities and Skills
- Previous experience in a similar role within the financial services and/or Banking industry is an advantage
- additional languages
JPMorgan Client Operations Onboarding Maintenance Quality Switzerland, Geneva, Geneva
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Join the fast-paced and dynamic JPM Suisse Private Bank Client Operations team to onboard new clients, maintain existing accounts and drive best practices whilst ensuring we adhere to regulatory requirements.
As a Client Operations Onboarding, Maintenance, Quality Control Analyst within Client Operations team, you will play a crucial role in ensuring adherence to regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. You will be part of a diverse team that covers both new and existing clients, providing you with a unique opportunity to develop a broad skill set. Your key responsibilities will include performing quality reviews of client KYC profiles, analyzing complex account opening cases, processing client documentation, and partnering with our Risk / Controls teams. This role offers you the chance to make a significant impact while ensuring compliance with policies and regulatory requirements.
Job Responsibilities
- Process new account opening requests in a timely and efficient manner, with the highest standards of quality and care. Ensure the business is compliant with all Bank policies and global regulatory / legal requirements
- Perform documentation updates for existing clients within the agreed timeframes
- Enter data into various databases and check to ensure the accuracy of the data inputted
- Perform quality reviews of new account openings and KYC periodic reviews in a timely and efficient manner, with the highest standards of quality and care
- Prepare client KYC analyses, interacting with the Bankers to obtain KYC and other compliance information and documentation
- Perform remediation exercises as requested, including remediation of digital and physical records
- Follow up on all outstanding issues / escalations with relevant partners in the Bank including Risk / Controls team and ensure a good relationship with key stakeholders to ensure the best client experience
Required Qualifications, Capabilities and Skills
- Apprenticeship in Switzerland or bachelor's degree in relevant fields
- Strong interpersonal skills with ability to work independently and in teams
- Excellent organizational skills and meticulous attention to detail with ability to multi-task, prioritise and work to tight deadlines
- Fluency in English mandatory
- Strong Microsoft Office skills, in particular with Word and Excel
Preferred Qualifications, Capabilities and Skills
- Fluency in French, German, Spanish, Arabic or Portuguese would also be a strong advantage
- Experience or knowledge of KYC / AML requirements
- Understanding of wealth management structures and documentation requirements
- Familiarity with Swiss Law, Swiss banks’ code of conduct with regard to the exercise of due diligence (CDB),OBA FINMA and other regulatory topics
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As a Credit Platform Services Analyst within the Geneva Credit Platform Services team, you will be instrumental in drafting credit documentation, monitoring collateral values, and processing loan drawdowns and asset transfers. Working closely with Lending Solutions, Underwriting, and Credit Risk Executives, you will ensure compliance with JPMorgan policies and regulatory requirements. Your proactive approach and strong communication skills will help you thrive in our dynamic environment.
Job Responsibilities:
- Produce standard and non-standard credit documentation using templates provided by the Legal Department.
- Collaborate with Lending Solutions, Credit Executives, and Legal Advisors to validate documentation requirements.
- Review credit requests, submit for approval, and maintain critical client data in corporate systems.
- Ensure adherence to JPMorgan policies and regulatory requirements.
Required Qualifications, Capabilities, and Skills:
- Up to 3 years of relevant experience in private banking or credit products.
- Full working proficiency in English.
- Proactive team player with excellent interpersonal skills.
- Strong commitment, integrity, and ability to meet tight deadlines.
- Organizational and problem-solving skills with attention to detail.
- Proficient in Microsoft Office, especially Excel.
- Experience with tools such as Alteryx, Tableau, Python, and/or VBA.
- Ability to digest large amounts of information and prioritize tasks.
- Enhance processes for efficiency and control.
These jobs might be a good fit
