דרושים Asia Prime Finance Solutions – Client Distribution Analyst / Associate ב-גיי פי מורגן ב-Zambia

The opportunity will empower someone to transform our operating environment while being exposed to global KYC requirements and partnering with Wholesale KYC Operations (WKO) teams across the globe.

As a global production oversight lead within the Global Production Oversight (GPO) team, you will be responsible for managing the remediation book of work, coordinating analysis on population and impact. You will also be responsible for executing root cause analysis and working on solutions from end to end. You will engage partnership across our compliance, operations, technology, and product teams to establish and deliver scalable processes and controls leveraging strategic infrastructure and intelligent automation solutions to meet the Firm’s regulatory obligation. You will provide support to global WKO stakeholders and GPO leads, assisting with metrics, deck preparation and review. You will be responsible for running internal controls and ensuring internal protocols are being followed.

Job responsibilities

• Contribute to the creation of weekly reporting, regional and adhoc decks
• Provide key metrics and reports to management which outline progress of the quality framework, frequency and materiality of findings
• Run internal controls to ensure processes and defined protocols are properly followed and executed
• Contribute to ad hoc projects with the objective to improve the overall quality of the KYC framework
• Build and develop partnerships, identify challenges and eliminate roadblocks with all internal partners
• Stay up to date of any changes to processes and procedures, regulatory change and ensure impacts are identified for in-progress requests
• Manage personal workload and priorities ensuring timely escalation of key risks/issues to management

Required qualifications, capabilities, and skills

• Resilient interpersonal skills, ability to partner with internal stakeholders
• Logical, structured approach to planning, problem solving and decision-making
• Excellent verbal, written, interpersonal and presentation skills
• Aptitude for learning new regulations, processes and technologies
• Bachelor degree or equivalent education
• Minimum 1 year of relevant working experience or related internal controls or compliance experience
• Knowledge in KYC regulations or process

Preferred qualifications, capabilities, and skills

• Alteryx, Visual Basic, or other technical skills
• Experience working in a professional services firm or financial services firm

Key Responsibilities:

• Develop, manage, and deepen long-term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
• Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
• Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data-driven decision-making.
• Drive business growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 12 years’ experience in wealth management and proven expertise in client and stakeholder management.
• Strong communication skills (oral and written), with the ability to engage and influence clients and internal partners effectively.
• Demonstrated organizational and prioritization skills, operating with high integrity and risk awareness.
• Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Preferred Qualifications:

• Prior experience in a wealth management or private banking firm, with direct client coverage in investment advisory and relationship management.
• Solid understanding of private banking regulatory and control environments, with the ability to manage accounts in accordance with industry standards.

Job Summary:

As an Associate in the Complex Assets team, you will work alongside global operations, technology professionals, external clients, and key stakeholders to drive the successful delivery of change initiatives across multiple functional areas. Your accountability will cover the complete product development lifecycle—from the initial idea through design and development to implementation and transition.

Job Responsibilities:

• Stakeholder Collaboration: Build strong working relationships with operations end-users, technologists, and external partners to understand requirements and drive the build-out of solutions across middle office, fund accounting, and margin services.

• Solution Design & Delivery: Drive the high-level design of integrated solutions, collaborating closely with operations, technology, product teams, and vendors. Ensure that all initiatives align with strategic roadmaps and quality standards.

• Business & Technical Documentation: Document business requirements and product scope, translating these into detailed technical specifications for development and test execution.

• Program Management: Develop and manage robust program plans including risk management, issue resolution, and the breakdown of deliverables. Ensure projects are delivered on time and within budget.

• Continuous Improvement: Identify opportunities to enhance operational efficiency, optimize product functionality, and improve the overall client experience.

• Communication & Leadership: Regularly update senior management and stakeholders on progress, challenges, and key milestones. Mentor team members and contribute to group-wide objectives.

Required Qualifications, Capabilities and Skills:

• Industry Knowledge: Working business knowledge of OTC derivatives across one or more asset classes (Rates, Credit, Equities, FX, or Commodities), along with CFDs, Repos, and Time Deposits.

• Middle Office / Fund Accounting Expertise: Understanding of trade capture, lifecycle and core positions management including valuation, confirmation, settlement, collateral management, asset servicing, reconciliations, and reporting/data services.

• Product Development & Change Management: Demonstrated experience managing strategic change programs with a hands-on approach to analysis, testing, and delivery.

• Data Handling & Presentation: Ability to process large datasets and communicate insights clearly to senior management, clients, and cross-functional teams.

• Program Management Skills: Organizational strength with a logical, structured approach to planning, problem solving, and risk management.

• Communication Skills: Excellent written and verbal communication skills with the ability to succinctly convey detailed information to diverse audiences.

• Interpersonal Skills: Energetic self-starter with a collaborative mindset, relationship-building abilities, and a proactive approach to resolving issues and driving the strategic vision.

Preferred Qualifications, Capabilities and Skills:

• Ability to develop a clear vision and actionable roadmap for ongoing change initiatives.

• Proven capability to maximize business goals and deliver return on investment.

Job Responsibilities:

• Manage a portfolio of Companies administering employee share plans within a team framework
• Interact with customers/clients on operational transactions related to their share plan program.
• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.
• Assist in identifying new system tools and enhancements to existing systems.
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
• Create and maintain excellent relations with key business partners as well as identify innovative client solutions.

Required Qualifications, Capabilities and Skills:

• Excellent communication skills in both Japanese and English.
• Proven numeric, financial analysis, documentation and procedural skills required.
• Excellent computer skills including Microsoft Excel and Word.
• Demonstrate commercial acumen with an ability to be innovative & pro-active.
• Ability to prioritize and adhere to tight deadlines.
• We are considering candidates for our Miyasaki Office, with the possibility of hiring in Tokyo for the right individual.

Preferred Qualifications, Capabilities and Skills:

• Third level qualification, preferably in a related field such as finance, investment, economics etc.

As an UHNW Client Advisor, Executive Director for Hong Kong market 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; develop and maintain long-term relationships through professional/personal networks and contacts.
2. Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects.
3. 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.
4. Partner with the client 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.
5. Collaborate with the other integrated team members to provide a high quality of client service.
6. Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
7. 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 degree or its equivalent with a minimum 10 years’ experience of wealth management experience along with strong client and stakeholder management skills.
2. Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
3. Strong organizational and prioritization skills.
4. Operate with a high level of integrity and risk awareness.
5. Must be a team player and able to work with different business functions across the bank.
6. As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.

Preferred Qualifications, Skills And Capabilities:

1. Experience in a wealth management firm is strongly preferred, having dealt directly with clients in a similar capacity covering investment advisory and client relationship management.
2. Ideally understand and have a 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.

Job Responsibilities:

• Collaborate with the Hong Kong and Philippines Market Manager to spearhead strategic initiatives that shape the future of our business across Asia.
• Lead dynamic project by taking charge of aligning business priorities and driving transformative initiatives in a fast-paced, ever-evolving environment.
• Enhance collaboration by acting as a key facilitator, streamlining communication and collaboration between teams and support functions to achieve outstanding results.
• Mitigate risks by proactively identifying and addressing business risks, ensuring seamless and efficient operations.
• Leverage Data Insights by utilizing digital tools to analyze and interpret data, providing valuable insights for decision-making.

Required qualifications, capabilities and skills

• Bachelor’s degree.
• Minimum 10 years of work experience within the financial services industry, ideally with exposure to business management in private banking servicing Hong Kong and Philippines client segments.
• Superior judgment and discretion working with both confidential and sensitive information.
• Strong business acumen, detail-oriented, possessing strong analytical skills and ability to synthesize information to form a coherent understanding or conclusion.
• Attention to detail, timeliness, and high productivity while working under pressure to meet deadlines.
• Proactive, keen to learn, and take on new responsibilities.
• Strong presentation skills to seniors and global business heads.
• Strong interpersonal and influencing skills.
• Skilled in use of AI/LLM, Excel, Alteryx and PowerPoint

Preferred qualifications, capabilities and skills

• Articulate in written and verbal communication, English and Mandarin preferred.