JPMorgan Asset & Wealth Management - Client Onboarding Vice President 

Philippines, Quezon City 

220166053

Job Summary:

As a Client Onboarding Vice President within our dedicated team, you will play a pivotal role in shaping our client relationships by ensuring swift and seamless availability of their accounts, products, and services. Your responsibilities will encompass the comprehensive account and product setup process, which includes gathering and scrutinizing client information, assessing product eligibility, and initiating accounts for use. Collaborating closely with our front office banking and operations teams, you will capture client preferences and configure products accordingly. This immersive learning opportunity will broaden your knowledge and comprehension of the Asset and Wealth Management client segment and product portfolio.

Job responsibilities:

As a successful candidate you will:

• Manage daily work assignments and priorities, ensuring goals and Service Level Agreements are consistently met.
• Manage the team’s performance against Key Performance Indicators and objectives while analyzing metrics to identify opportunities for improving the overall client experience.
• Investigate and resolve escalated client onboarding issues through effective collaboration with functional partners, regional business managers and client-facing teams.
• Regularly communicate with Business Managers and Private Bankers to ensure client onboarding expectations are met.
• Oversee talent recruitment, training, and career/performance development of team members.
• Identify opportunities to improve processes and tools through engagement with transformation partners.
• Engage with Business and Project teams on a regular basis to agree on Book of work and timelines.
• Chair regular senior level governance forums and ensure timely communication on all aspects including but not limited to Project Timelines, Capacity, upcoming Tasks, etc

Required qualifications, capabilities, and skills:

• 12+ years of relevant experience within a financial services, operations or compliance field.
• Continuous innovative mindset, questioning conventional ways of managing the business and driving change to improve processes.
• Ability to adapt to a rapidly changing business and technological environment.
• Ability to influence and collaborate with stakeholders and functional business partners using effective communication and interpersonal skills.
• Strong sense of accountability and ownership over quality and best practices to ensure an optimal client experience.
• Willingness to proactively address conflicts and escalate issues with a risk and controls mindset.
• Should have experience working on transformation project including Tactical and Strategic
• Experience in managing large teams and also Manager to people Manager
• Excellent verbal and written communication skills
• Proficient in making presentations, scorecards and presenting data to senior stakeholders

Preferred qualifications, capabilities, and skills:

• Prior managerial experience.
• Experience in client onboarding, account opening, underwriting, documentation analysis or related field.
• Anti-Money Laundering or Know Your Client background a plus.
• Bachelor’s degree or equivalent experience preferred.
• Volume analysis, capacity planning and HC assessment are an added advantage.