Corporate Payments Sales - Analyst jobs at Jpmorgan in Taiwan, Taipei

As an Analyst in the Taiwan Intermediary Business, you will actively engage with established clients and look for new and innovative ways to build our client book. Using our market-leading technology and CRM system, you will create detailed client contact that help our Sales and Investment teams identify new opportunities and bring cutting edge solutions to our clients.

Job responsibilities:

• Build and deepen strong business partnerships with assigned intermediaries (mainly in the retail platform like retail banks, international life companies, IFAs) and construct a long term business plan
• Communicate proactively with all levels of clients (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
• Maintain the highest standards in business ethics and comply with internal guidelines.
• Understand and analyze industry development and translate into business opportunity
• Prepare business report and handle business agreement related issues
• Work effectively with different internal parties and able to present on the team’s behalf
• Be a team player to achieve overall business objectives, i.e. sales targets and other KPIs

Required qualifications, capabilities, and skills:

• University graduate in Business, Finance and/or related discipline with a minimum of 1 year of experience in financial industry
• Good team player whilst able to work independently
• Strive for excellence; able to work under strong pressure
• Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
• Spoken and written fluency in Chinese and English
• Strong interpersonal and presentation skills
• Obtain local regulatory license, i.e. SITCA Sales, or Senior Security Sales

Preferred qualifications, capabilities, and skills:

• Experience in insurance product
• Professional qualifications such as CFA

As a CORE & Privacy Control Manager Vice President within the Chief Data Office, you will be responsible for CDAO Governance Support and Compliance and Operational Risk Evaluation (CORE) Program Governance, including managing firmwide common processes and controls, ensuring key controls in Policies and Standards are appropriately implemented, developing control management framework documents, and supporting the Data Control Manager community of practice. In this role, in partnership with the Control Management team and CDAO business/control partners, you will be a significant and integral contributor to the effective management of the overall operational risk environment for CDAO. Control Management (CM) maintains a strong and consistent control environment across the firm, where you will be appointed for a Line of Business, Function and Region. You will follow a comprehensive coverage and joint accountability model with the business executive that promotes early operational risk identification and assessment, effective design and evaluation of controls and sustainable solutions to mitigate operational risk.

Job responsibilities

• Perform governance and oversight associated with Data related risks and controls within CORE, and common control coverage for CDAO including areas such as inappropriate data management, data use, and data privacy.
• Verify key controls outlined in Data-related Standards and Policies are accurately reflected for CDAO and, where appropriate, across Lines of Business (LOB) and Corporate Functions (CF), leveraging in-depth knowledge of the CORE platform.
• Foster a community of practice for Data-related Control Managers across LOBs and CFs, focusing on updates to standards, practices, common controls, and calibration.
• Partner with business and control teams to develop comprehensive control management framework documents.
• Design, enhance, produce, and maintain reporting processes for reoccurring deliverables on a regular basis.
• Identify, analyze, and challenge meaningful metrics to inform on the health of the operational risk and control environment for reports shared with senior management, control committees and forums, and external regulators.
• Assist in issue management workflow end-to-end, including root cause analysis, action plan development and issue validation; provide ongoing assessment and tracking of CDAO owned issues and action plans.
• Maintain management subject matter expertise and primary point of contact for the CDAO stakeholders we support.
• Participate in strategic initiatives and related process, risk, and control uplift.
• Develop and deliver training sessions / programs as needed.
  

Required qualifications, capabilities, and skills

• Bachelor’s degree or equivalent experience required.
• 7+ years of financial services experience in control management, audit, quality assurance, risk management, or compliance.
• Proficient knowledge of control and risk management concepts with the ability to design, create, and evaluate a Risk & Control Self-Assessment in conjunction with business partners.
• Experience in Compliance and Operational Risk Evaluation (CORE) Program Governance.
• Experience in privacy governance management and knowledge of global privacy laws, including GDPR and CCPA.
• Superior project management, process design, negotiation, and MS Excel Skills.
• Proficient in Microsoft Office Suite (Word, Teams, Outlook, PowerPoint, OneNote) with the ability to develop compelling and meaningful executive presentations that will highlight opportunities/recommendation for improvement.

As a Custody Client Operations - Analyst in the Custody Client Facing Team, you will serve as the first point of contact for all post trade activities for the Global Custody business. This includes trade, cash, foreign exchange, and asset servicing activities. You will foster a close relationship with clients in order to understand their requirements and expectations and proactively identify optimization opportunities. You will meet with clients through service reviews and host trainings on a regular basis. You will also help the business identify client trends and streamline operational workflows through data analysis via financial technology tools and digital software as part of continuous improvement.

Job Responsibilities:

• Ensure full accountability for the end-to-end query resolution raised by clients. These queries will include, but not be limited to Settlements and Corporate Actions, Tax and Income. This will involve detailed discussions/handholding with operations on processes and actions to be taken therein.
• Building relationships with clients to understand client behavior and requirements.
• Analyze client transactional data in order to identify client trends and behaviors, identifying key operational risk and control metrics, and contributing to the presentation of operational data metrics to the Custody business stakeholders as well as external client interactions.
• Drive resolution and management of client queries, leveraging internal teams globally and regionally as appropriate.
• Identify Service Requests and Service Delivery Issues for Client Services Account Managers to address; as well as any daily activities that may impact client satisfaction.
• Maintain daily contact with clients with clients by email and phone calls. Attend client meetings and calls with Client Services Account Managers
• Monitoring and resolution of risk indicators to ensure that both J.P. Morgan and the client are aware of any issues that may have an adverse financial or reputational impact.

Required qualifications, capabilities, and skills

• Bachelor's Degree in Finance or equivalent
• Strong focus in client service management, communication and delivery. Strong oral and written communication and presentation skills are required.
• Ability to be flexible, follow tight deadlines, organize and prioritize work
• Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
• A control focused agenda, and a thorough understanding of program/project risk. Proactive in identifying and escalating issues
• Anticipate issues and proactively drive initiatives to ensure results. Self-starter and ability to learn quickly

Preferred qualifications, capabilities, and skills

• Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody
• Extensive knowledge of financial markets and instruments, both domestic and global, is an advantage
• At least 5 years of experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service and operations would be ideal
• TW Trust License and Financial Markets and Professional Ethics License
• Comprehensive understanding of Global markets

As an Analyst in the Cash Operations team, you will be responsible for authenticating client documents, managing incoming messages, and performing reconciliations to identify and resolve processing breaks.

Job Responsibilities

• Perform daily reconciliations to ensure processing completeness and investigate exceptions.
• Monitor and manage incoming messages from various channels, including SWIFT.
• Conduct callback authentication to verify client documentation.
• Prepare and coordinate timely submission of regulatory reports.
• Manage audit confirmations and coordinate timely responses.
• Support digital tool adoption to enhance efficiency.
• Escalate unusual issues and assist in resolution efforts.
• Maintain and update SOPs regularly.
• Perform other duties as assigned.

Required qualifications, capabilities, and skills

• University graduated with relevant degree
• Strong command in English & Mandarin (written, oral and presentation)
• Good project management, problem solving and analytical skills
• Good interpersonal skills, team player, influencing skills, excellent time management skills, able to manage multiple assignments under tight deadlines independently

Preferred Qualifications, Capabilities, and Skills

• Banking related working experience is preferred
• Hold the Initial Foreign Exchange Personnel License is preferred
• Strong knowledge of IA tools, Altryx/ Uipath is preferred

Job Summary

As an Associate within the legal entity control team, you will be required to interact with multiple lines of business and internal stakeholders while learning legal entity controllership end-to-end. You will liaise with the line of business finance teams, operations, and the Legal Entity Controller community to drive the Legal Entity agenda.

Job responsibilities

• Legal Entity accounting & control on a monthly basis, including month-end close process, parent/child accounting, equity pick up, review of inter-entity breaks, and unnatural general ledger balance monitoring
• Month-End analytical review of the legal entity to ensure completeness and accuracy of the financial statements and preparation of various reports, including contributions to the Monthly Controller’s Book, as well as Legal Entity and line of business financial commentary and regulatory reporting requirements
• Investigation, analysis and resolution of issues and response to ad-hoc queries
• US and local regulatory reporting
• Intercompany Activity Control including variance commentary
• Monitoring of the G/L including consolidation and netting
• Participate in Firmwide legal entity reporting projects including infrastructure and process improvement efforts and other Controller initiatives as needed

Required qualifications, capabilities and skills

• Chartered Accountant with 4+ years years finance/accounting related experience
• Strong accounting and analytical acumen, with ability to understand, produce and explain income statement and balance sheet content and variances
• Superior attention to detail
• Outstanding written and verbal communication skills, including an ability to prepare executive level presentations
• Ability to work effectively with others, as well as act as an effective liaison with all business partners within the lines of business or legal entity chains
• Strong initiative and work ethic
• Ability to multi-task and work well under pressure, with an ability to be flexible in a dynamic and challenging environment
• Advanced Excel and PowerPoint skills