דרושים Head Asia Trade Working Capital Operations - Executive Director ב-גיי פי מורגן ב-Singapore, Singapore

As an Analyst within the WKO Markets Middle Office team, you will be responsible for managing the Front Office relationship for business requests for KYC Onboarding, Remediation and Renewals. You will facilitate the end-to-end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the KYC Production team to incorporate into the KYC platform. You will also be required to involve leveraging AI to enhance the KYC process.

Job Responsibilities

• Manage new business and KYC periodic refresh requests, liaising with Front Office and facilitating the KYC process end-to-end.
• Act as an SME and Due Diligence expert to guide clients through KYC requirements and document variations.
• Conduct in-depth analysis on client ownership structures using publicly available sources (not limited to company registries) and client documentation, seeking additional confirmation or approvals as needed.
• Work closely with Business and Clients to obtain all necessary supporting evidence for full KYC due diligence.
• Follow up with KYC production teams to ensure onboarding is completed within agreed timeframes.
• Liaise regularly with the business for workload planning, reviewing key onboardings, and prioritizing open requests.
• Interact frequently with key stakeholders such as Legal, Compliance, Credit, and Operations to develop strong partnerships, eliminate roadblocks, and ensure continuity of information flow across the groups.
• Manage workload and priority items, ensuring timely escalation of key risks/issues to management.
• Stay informed of changes to processes, procedures, and regulatory requirements, maintaining open dialogue with regional colleagues.
• Identify and execute process enhancements, leveraging AI, and provide guidance on key process and technology initiatives to the business.
  

Required qualifications, capabilities, and skills

• Diploma or equivalent.
• Minimum 1 year of experience in KYC/Onboarding functions.
• Proficient in KYC/Compliance/AML procedures and standards.
• Knowledge of diverse client types (e.g., Corporates, SPV, Trust, Funds, FIs).
• Expertise in the financial industry, particularly in Corporate Investment Banking.
• Strong verbal and written communication skills.
• Effective interpersonal skills for partnering with stakeholders, influencing, and negotiating.
• Excellent time management, organizational, and relationship management skills.
• Client-focused with a strong controls mindset and commitment to quality.
• Experience in adhering to controls and compliance standards.
• Ability to quickly grasp and learn new concepts and procedures, with basic to intermediate Microsoft Office skills.
  

Preferred qualifications, capabilities, and skills

• Experience with KYC in Corporate and Institutional Banking is preferred.
• Experience in KYC/Onboarding functions within the banking industry preferred.
• Proficiency in Mandarin language is an added advantage to review and translate documents from China.
• Knowledge of other Asian languages will be a plus.

As an Instrument Data Analyst within Reference Data Operations team, you will manage data quality and exceptions for reference data, working with a team of data analysts. You will work closely with professionals across data operations and other cross functional teams. Also, you will ensure a robust control framework and effective global operating model are being used to service the Asia Pacific businesses. You should be able to provide strategic initiatives on improving reference data operations and contribute to the success of the organization.

Job responsibilities:

• Support instrument reference data and ensure consistent delivery of quality data in a timely fashion
• Manage corporate action events handling with regards to instrument reference data across all asset classes, understand the impact of market events on the instrument static data and the related corporate action events triggering out of it
• Provide subject matter expertise support to downstream teams and clients
• Ensure proper controls are in place to reduce financial risks, implement procedures to enforce controls and ensure controls are adhered to
• Partner and collaborate with other regions is required
• Resolve client queries promptly and professionally
• Contribute to ongoing developments and refinements of our operational processes

Required qualifications, capabilities and skills:

• At least a Bachelor’s degree in Finance, Science, Technology or equivalent
• Open to fresh graduates
• Strong market data vendor knowledge and experience, i.e. Bloomberg, Refinitiv
• Knowledge of industry activities, corporate actions, index tracking and capital markets
• Inquisitive and analytical mindset, challenges the status quo, strive for excellence, while paying attention to risk involved
• Ability to work independently and multi-task in a fast paced environment
• Demonstrate ability to communicate effectively within a team and across departments
• Strong analytical and problem solving skills with attention to details to formulate effective solutions to address pain points and improve efficiency
• As the team covers the Asia Pacific region, staggered shift work and working on public holidays is required

Preferred qualifications, capabilities and skills:

• Ability to analyze, mine and query data to formulate solutions and efficiencies is preferred
• Prior experience in Financial Services industry will be beneficial
• Experience in digital tools like Alteryx, JIRA, and/or Confluence will be preferred
• Good understanding of data management principles for financial services - governance, quality, storage, modelling

As an Associate in the Trade and Working Capital- Product Solution Delivery team, you will be instrumental in supporting the Export Agency Finance business & Portfolio Management (Risk Distribution) in APAC. Key activities include handling end-to-end client implementation and seamless deal execution. Our global clients are increasingly focused on the effectiveness of Trade Finance providers in delivering and executing solutions that aid in the support of their businesses and working capital objectives. Your role will also involve enhancing the client experience through a continual review of end-to-end process improvement, tools, and organizational structure to determine what we need to do to make it easier to acquire, onboard, and serve clients. Trade and Working Capital team also provides support for Supply Chain Finance, Sales Finance, and Inventory Finance business. The role requires strong knowledge of trade product, web-based solutions and the technical and operational aspects.

Job responsibilities:

• Support the execution of client mandates for Structured Solutions with key focus on managing of Export Agency Finance (EAF) deals in APAC with Distribution responsibilities.
• Oversee the Export Agency Finance onboarding, legal contract negotiations, and execution of EAF deals, ensuring a seamless deal execution approach.
• Manage the system connectivity, testing and client set-up etc. in coordination with J.P. Morgan internal teams. This encompasses coordination with Trade Sales, Credit, Trade Risk, Operations, and Technology, ensuring all implementation tasks and activities are completed on schedule.
• Coordinate with J.P. Morgan internal partners – Portfolio Management, Distribution, Trade Sales, Credit, Trade Operations and Technology, ensuring all ongoing management, tracking, and administration of distributed deals/ transactions & support execution and administration of trade related assets purchased in the secondary market.
• Establish and maintain a robust framework for monitoring activities following implementation.
• Ensures that risk-mitigated or purchased deals are correctly reflected in the respective credit and trade systems.
• Assist in the execution and maintenance of Master Risk Participation Agreements, Insurance Policies, and/ or Guarantees with Banks, Credit Insurers and Multilateral Financial Institutions
• Provide innovative solutions to meet client needs and resolve any issues in a timely and professional manner.
• Liaise closely with internal stakeholders in regional/global EAF and Distribution teams to ensure coordinated approach to regional and global programs.
• Prepare and publish periodic reports and presentations.
• Contribute to initiatives on system and process enhancement and change management projects.

Required qualifications, capabilities, and skills:

• Bachelor's degree with minimum 5 years of experience of relevant Trade Finance in the client implementation, middle or back office functions
• Experience in Transaction Banking or Trade Finance product will be added advantage.
• Strong desire to learn all aspects of traditional trade and structured solutions products.
• Excellent verbal and written communication and presentation skills. Able to communicate and interact effectively with people at all levels.
• Self-directed, highly motivated, and able to work independently to deliver in a timely and accurate manner, strong attention to detail.
• Ability to think flexibly & strategically and learn rapidly.
• Ability to balance multiple tasks and responsibilities.
• Strong work ethic and “can do” attitude.
• Technological orientation with proficiency in Microsoft Word, Excel, and PowerPoint with exposure to digital channels and electronic Banking platforms.
• Project management and attention to detail.

Trade & Working Capital (TWC) is a division of Payments. For more than 200 years, J.P. Morgan has helped clients make trade payments, access liquidity, and manage risk. We connect counterparties with market-leading Core Trade, Supply Chain Finance (SCF), Structured Working Capital (Receivables Finance, Inventory Finance, Borrowing Base Finance, and Pre-Export Finance), and Export Finance solutions. Our institutional strength, practical expertise, comprehensive technology, and unparalleled network enable us to deliver powerful global solutions, when and where our clients need them. Our global product and technology platform, integrated client service model, and network of operational centers enable us to deliver a consistent set of services to clients no matter where they are across the world.

As an Executive Director in Trade and Working Capital, you will be responsible for both the Supply Chain Finance and the Structured Working Capital Products in the APAC region. You will play a pivotal role in innovating new product offerings and leading the end-to-end products life cycle. You will be responsible for acting as the voice of the customer and developing profitable products that provide customer value. With your deep understanding of product development, you will guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. Your commitment to scalability, resiliency, and stability will drive collaboration with cross-functional teams to deliver high-quality products that exceed customer expectations.

Job Responsibilities

• Develop a comprehensive product strategy and vision focused on Supply Chain Finance and Structured Working Capital to deliver significant value to customers.
• Leads country and currency expansion in APAC: Manage the product build-out to ensure global capabilities become best in class within the industry
• Lead and influence cross-functional teams including other Product partners and stakeholders across multiple trade products and regions to effectively implement the Supply Chain Finance and Structured Working Capital (SWC) strategy for APAC.
• Leads legal/tax/compliance discussions with internal legal partners and external legal counsels to ensure product meets evolving requirements in every APAC jurisdiction
• Provide executive oversightfor product-level governance, risk, and control environments, ensuring robust product approvals, renewals, and compliance with regulatory standards through collaboration with Risk, Legal, and Compliance teams.

• Ensure that all products meet necessary regulatory, control, and compliance approvals prior to launch and maintain ongoing compliance through strategic oversight and engagement with relevant stakeholders.

• Drive market research and discovery efforts to identify emerging customer needs and integrate innovative solutions into the product roadmap, positioning the organization as a market leader.

• Champion the rollout of new systems and technologies, working collaboratively with Technology teams to ensure alignment with product parameters and enhancement of the client experience.
• Serve as the APAC primary executive point of contact for second-line risk and product control partners, regulators, and local governance bodiesfostering strong relationships and ensuring alignment with organizational objectives.
• Ensure readiness and coordinate reviews by the Office of the Comptroller of the Currency (OCC) and internal audit teams ensuring compliance and operational excellence.

• Manages P&L including delivery of revenue goals, achievement of expense targets, management of cost allocations and introduction of product-specific initiatives to measure/improve product profitability for the APAC Supply Chain Finance and Structured Working Capital products.

Required Qualifications, Capabilities, and Skills

• Bachelor Degree in Finance or related disciplines
• Minimum 15 years of experience in Supply Chain Finance, Receivables Finance or other Core Trade or Structured Working Capital products within a banking or financial services environment, with a strong understanding of market dynamics and customer needs
• Deep expertise in Supply Chain Finance, Receivables Finance and other Structured Working Capital products within a banking or financial services environment, with a strong understanding of market dynamics and customer needs.
• Demonstrated extensive experience in senior leadership roles within Trade Finance product management, with a proven track record of driving strategic initiatives and leading high-performing teams.
• Strong analytical skills with the ability to leverage data and insights to drive strategic decision-making and product development.
• In-depth knowledge of regulatory and compliance requirements related to Trade Finance, with experience in navigating complex regulatory environments and ensuring product compliance.
• Experience in developing innovative solutions to address bespoke client and market needs, with a focus on enhancing the client experience and achieving business objectives including commercialization
• Strong project management background and experience in delivering impactful projects from start to finish.
• Exceptional communication and interpersonal skills, with the ability to engage and influence senior executives, regulators, and key stakeholders
• Exposure to IT development projects from kick-off to launch and deep understanding of the product lifecycle.

Preferred Qualifications, Capabilities, and Skills

• Demonstrated prior experience working in a highly matrixed, complex organization.
• Experience in additional product sets - Inventory Finance, Borrowing Base Finance, or Export Finance is advantageous.
• Ability to market products to achieve a desired client outcome and provide client centric solutions.
• Experience in securitization is advantageous.
• Masters Education is preferred but not a must.

As an UHNW Banker, Executive Director in the Taiwan market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients’ wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.

Job Responsibilities:

1. Support and manage all aspects of client relationships across the team, and develop and maintain long-term relationships through professional or personal networks and contacts.
2. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks, and actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
3. Manage and coordinate with various teams to address overall account inquiries and maintenance, as well as investment-related aspects.
4. Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.
5. Partner with the clients including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
6. Collaborate with the other integrated team members to provide a high quality of client service.
7. Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
8. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.

Required Qualifications, Skills And Capabilities:

1. Bachelor’s degree or equivalent in any discipline
2. Minimum 10 years’ experience in wealth management space, along with strong client and stakeholder management skills is required.
3. Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
4. Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
5. Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
6. Operate with a high level of integrity and risk awareness.
7. As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.
8. Proficiency in Business Mandarin is essential, as there will be interaction with Chinese speaking clients from Taiwan.

Preferred Qualifications, Skills And Capabilities:

1. Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.
2. Strong knowledge of local regulatory policies and guidelines.
3. Strong knowledge of relevant financial markets and instruments.