Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

JPMorgan Wealth Management - Vice President Advisor Services 
Philippines, Quezon City 
896614433

24.04.2025


• Set the pace and tone for team engagement, acting as a role model of the firm's values, and lead strategically to deliver lasting improvements.
• Act as the functional owner of processes, ensuring execution, design, and adherence to control frameworks and SOPs.
• Lead and manage a team, providing guidance in case analysis and fostering a collaborative environment through regular meetings.
• Serve as the subject matter expert, ensuring compliance with SOPs and operational soundness of changes.
• Develop and mentor team members, identifying training needs and conducting performance evaluations.
• Identify and escalate business risk incidents, collaborating with stakeholders to mitigate risks and maintain accurate records.
• Drive process transformation initiatives to enhance scalability, efficiency, and effectiveness, implementing best practices.
• Prioritize customer-mindedness, ensuring professional interactions and striving to exceed expectations in service delivery.
• Work closely with team members and departments for seamless operations, communicating effectively with stakeholders.
• Provide regular updates on case status and collaborate with business partners for alignment and problem-solving.


• Over 10 years of experience in trading services, investment banking, or a related role.
• Proven experience in leading and managing a team at a senior level.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Proficiency in using financial analysis tools and software.
• Strong communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Knowledge of trading platforms and financial markets.
• Strategic thinking, planning, and process improvement capabilities.
• Adaptability, continuous learning, and a customer-focused mindset.