דרושים Management Support Asset Ceo ב-גיי פי מורגן ב-Luxembourg
JPMorgan AML Senior Associate - Asset Management Luxembourg
As a Senior Associate in our AML team, you will work closely with Client Service teams across the jurisdictions in which we operate to establish the level of due diligence required based on client type, location and their activity and will perform due diligence based on information/documents received, including updating client KYC record, performing client and related parties screening, resolving screening alerts, escalating exceptions. You will also responsible for instructing the Transfer Agents to open client accounts once due diligence is completed.
Job description:
- Perform customer due diligence in accordance with established work practices, policies, and procedures.
- Conduct periodic reviews, assess existing documentation, and mitigate gaps via independent research, online tools, or client outreach.
- Perform quality checking of customers’ KYC records.
- Respond to stakeholders on related queries and ensure all queries are answered timely.
- Research and analyse AML and other regulatory topics, executing sound judgment to assist in devising department strategy.
- Keep at pace with market standards and implement or enhance procedures as required by regulation or policy.
- Manage the upkeep and implementation of procedures and systems to ensure compliance with requirements.
- Strive to modify or iterate processes and flows to continually improve accuracy, reduce redundancy, and mitigate risk.
- Assist junior team members in more complex cases.
- Participate in group projects and support delivery of the department roadmap.
Required Qualifications, Capabilities And Skills
- Bachelor’s degree or equivalent experience.
- Knowledge of Asset Management.
- Good understanding of principles of compliance in the financial sector.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Visio).
- Extensive experience in AML KYC, 1stline or compliance.
- Solid problem solving and analytical skills.
- Able to adjust to multiple demands, shifting priorities while respecting deadlines.
- Able to anticipate and identify clients’ needs and provide excellent client service.
- Strong team player with leadership skills.
משרות נוספות שיכולות לעניין אותך
JPMorgan Asset Management - Global Liquidity Client Account Manager Luxembourg
As a Financial Analyst in our Financial Planning and Analysis (FP&A) team, you will spend each day defining, refining, and delivering key goals for our firm. You will partner across the organization to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Your responsibilities will include financial control, forecasting and budgeting, analyzing financial and business metrics, and delivering management reporting on a weekly, monthly, and quarterly basis. You will also develop new reporting capabilities, such as dashboards, and advise line of business CFOs on strategies to increase profitability and efficiencies.
In your role, you will analyze, prepare, and reconcile accounting and technical data, while continuously seeking ways to streamline processes and reduce cycle times through automation and process improvement. You will help develop recommendations that impact business procedures and operations and maintain financial and reporting systems. Additionally, you will assist the department and team members with special projects or components
Job responsibilities
- Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics.
- Create financial business cases to support business initiatives.
- Monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
- Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management.
- Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
- Design new reports and dashboards to efficiently deliver financial results to senior management.
- Enhance controls and streamline processes, introducing automation where possible.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance or a subject of a technical nature
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects / assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Preferred qualifications, capabilities, and skills
- 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Highly motivated self-starter with excellent time management/prioritization skills
משרות נוספות שיכולות לעניין אותך
JPMorgan Asset Management Client Service - Luxembourg
Join J.P. Morgan Asset Management (JPMAM), a global leader in providing tailored fixed income solutions to a diverse range of clients.
As a Client Service representative in Asset Management, you will be responsible for delivering exceptional client service to clients of J.P. Morgan Asset Management based in France, Belgium, Luxembourg, and Geneva. You will provide pro-active service delivery and resolution to client queries and actively develop existing relationships to achieve client satisfaction.
You will work closely with the Sales and Sales Support Team and will have the opportunity to partner with other Client Service peers across Europe to establish a strategic common global operating model within the organization.
Job Responsibilities
- Act as day-to-day client service contact for the assigned markets, supporting the Sales & Sales Support in liaison with the Operational Teams, Provide the essential link between Sales and Operations; take end-to-end ownership of client related issues and participate in projects where appropriate.
- Drive Successful On-boarding (Operational capabilities, AML/KYC) process for allocated client base in close co-operation with Sales and Operations including Retrocessions
- Attend client meetings, trainings and events as appropriate, as well as meetings impacting business and regulatory driven projects or initiatives, Communicate clearly significant client issues internally and document/escalate as appropriate
- Handle Query/Error/Complaint by applying highest quality standards and according to procedures within agreed deadlines, Participate actively in client service and regional team meetings
- Review constantly and improve service performance and identify opportunities to enhance client experience, Inform proactively clients of changes/issues/initiatives (e.g. regulations, JPM policies, services, etc.)
- Anticipate and manage work volumes, adhering to established policies and deadline, Partner closely with global & location/region managers to establish consistency and best practices
- Ensure all relevant information and progress is monitored and delivered in proactively keeping Sales, CS team, Supervisors and Management up-to-date on current status of outstanding issues - ensuring eventual total service delivery.
- Remain updated on assigned market(s), on market specific P&C agenda, product knowledge and clients/ major relationships (research, analyse, generate, gain support, and implement ideas on possible service enhancements, market requirements, legal changes, tax changes, procedure changes, and other innovative service improvements). Act as SME where requested.
- Ensure smooth communication with team leaders and management, actively share all information with team members to expand their ability and professionalism in handling all types of client enquiries and complaints, and act as point of referral for staff from anywhere in the company.
- Share relevant client and market knowledge with Operational areas and the wider CS community. Participate in CS meetings and share best practices. Identify additional opportunities for information sharing, Provide regular updates for each market/client segment to Sales and senior management, Build proactively network with key partners from operational areas to leverage efficiency, maximise the impact of ideas and achieve targets
- Maintain awareness of approved error/incident procedure and exception processes and act on it accordingly, Remain updated on procedures and participate in keeping procedures and workflows up to date., Escalate and communicate issues to Sales/Management as appropriate, Support the management team in the mitigation of risk. Actively contribute with feedback wherever appropriate, Keep accuracy and completeness of departmental logs (incident/error, exception, claim, etc.).
Required qualifications, capabilities and skills:
- Fluency in French and English, Excellent communication skills both oral and written
- Client servicing/Client relationship management with experience in the financial sector
- Strong client service mind-set
- Comprehensive knowledge of Asset Management business
- Ability to provide quantifiable management reporting & present findings
- Bright, enthusiastic, motivated individual; Team player, but able to work independently
- Confident, professional approach to deal with various team including sales , senior managers and broader teams
- Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking with the ability to adapt to change; Highly accurate with good attention to detail
- Demonstrated team building skills and ability to work in a team environment
- Self-sufficient with excellent planning, time management, and organisational skills, demonstrating the ability to steer toward challenging deadlines.
Preferred qualifications, capabilities and skills:
- University degree level education preferred
- Additional European languages such as Italian/German are a strong advantage
משרות נוספות שיכולות לעניין אותך
As a Senior Associate in our AML team, you will work closely with Client Service teams across the jurisdictions in which we operate to establish the level of due diligence required based on client type, location and their activity and will perform due diligence based on information/documents received, including updating client KYC record, performing client and related parties screening, resolving screening alerts, escalating exceptions. You will also responsible for instructing the Transfer Agents to open client accounts once due diligence is completed.
Job description:
- Perform customer due diligence in accordance with established work practices, policies, and procedures.
- Conduct periodic reviews, assess existing documentation, and mitigate gaps via independent research, online tools, or client outreach.
- Perform quality checking of customers’ KYC records.
- Respond to stakeholders on related queries and ensure all queries are answered timely.
- Research and analyse AML and other regulatory topics, executing sound judgment to assist in devising department strategy.
- Keep at pace with market standards and implement or enhance procedures as required by regulation or policy.
- Manage the upkeep and implementation of procedures and systems to ensure compliance with requirements.
- Strive to modify or iterate processes and flows to continually improve accuracy, reduce redundancy, and mitigate risk.
- Assist junior team members in more complex cases.
- Participate in group projects and support delivery of the department roadmap.
Required Qualifications, Capabilities And Skills
- Bachelor’s degree or equivalent experience.
- Knowledge of Asset Management.
- Good understanding of principles of compliance in the financial sector.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Visio).
- Extensive experience in AML KYC, 1stline or compliance.
- Solid problem solving and analytical skills.
- Able to adjust to multiple demands, shifting priorities while respecting deadlines.
- Able to anticipate and identify clients’ needs and provide excellent client service.
- Strong team player with leadership skills.
משרות נוספות שיכולות לעניין אותך
