Wealth Management
14 hours ago
Join J.P. Morgan Asset & Wealth Management, a global leader in investment and wealth management. Shape the future of cash operations by leveraging advanced technologies and fostering a collaborative environment. Unlock your potential with opportunities for career growth and development.
As a Wealth Management-IPB Cash-Team Leader within J.P. Morgan Asset & Wealth Management, you will manage day-to-day cash operations for Private Bank clients, ensuring compliance with regulatory requirements and optimizing processes. You will collaborate with global teams to drive transformation and innovation, while promoting a collaborative and inclusive work environment.
Job Responsibilities:
- Manage day-to-day operations, including monitoring and processing cash movements, managing exceptions, and enriching client money transfers.
- Support investigations into payment issues, handle fund returns and amendments, and ensure compliance with regulatory reporting requirements for EU and Asia.
- Contribute to process optimization by supporting operational model changes, managing error reports, and leveraging AI/ML and other advanced technologies.
- Assist in meeting market/currency deadlines, handling exceptions and escalations, training, operational controls, and policy adherence.
- Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
- Support the transformation agenda and work with global teams to drive innovation.
- Assist in effective communication and influence within the team and with stakeholders.
- Operate effectively in a high-volume, rapid-paced, deadline-oriented environment.
- Proactively manage escalations, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
- Support the creation of an effective control environment, assist in developing, implementing, and periodically performing key controls.
- Experience in Financial Services, Operations, or management in Investment Banking or Wealth Management operations.
- Strong ability to build relationships and influence colleagues, business leaders, and functional partners.
- Strong industry experience with an understanding of standards.
- Consultative approach, understanding and anticipating business partner needs.
- Collaborate effectively with Operations Leaders and key partners.
- Drive critical thinking, proactively seek out best practices.
- Highly motivated individual with problem-solving abilities and transformation expertise.
- Graduate Degree; MBA or other postgraduate degree is preferred.
- Knowledge of various automation tools and AI/ML understanding.
- Willingness to work in US, ASIA & EMEA shifts.
- Excellent written and verbal communication skills.
- Good analytical skills with attention to detail, quick grasping, and retention.
- Coordination and teamwork; Exception handling and subject matter expertise.
- Time management, flexibility, and adaptability to changes.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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