JPMorgan Asset Wealth Management - Client Data Analyst 

Philippines, Quezon City 

709627735

As an IPB ASIA Tax Documentation Compliance Analyst in our global team, you will be tasked with ensuring adherence to tax regulation requirements for the Asia platform by performing documentation and system review. You will have the opportunity to grow and position our team for the future, while coping with the changes of day-to-day operations. This role provides an exciting opportunity to make an impact and contribute to our team's success.

Job responsibilities

• Complete review of client tax documentation and systems input
• Provisioning of guidance, advice and training to other teams
• Advise the business on a wide range of tax documents issues relevant to account opening and due diligence
• Support the business on prospects development ahead of the account opening stage as well
• Control and reconcile in order to ensure that information stored in our systems is accurate and in line with client's documentation

Required qualifications, capabilities, and skills

• A degree qualification or professional certification relating to tax
• Familiar with Common Reporting Standard (CRS), Foreign Account Tax Compliance Act ( FATCA), and US tax forms or KYC/AML documentation
• Excellent organizational skills - attention to detail, methodical, process driven
• Ability to multitask - who can manage multiple streams of work concurrently and prioritize effectively
• Ability to work accurately to tight deadlines in a demanding environment
• Strong MS Office skills (Excel intermediate level required)
• A strong sense of ownership and responsibility
• Outstanding interpersonal, verbal, and written communication skills

Preferred qualifications, capabilities, and skills

• FATCA, US, or CRS Background
• KYC/AML Background
• Wealth Management/Private Banking Background
• Operations/Banking Background
• Fluency in English mandatory / fluency in any European languages would also be a strong advantage