Wealth Management Account Opening Analyst
3 hours ago
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?
As a Wealth Management Account Opening Analyst within the Wealth Management team, you will review client onboarding requirements to ensure accuracy, completeness, and compliance. You will succeed in this role by learning the organization, developing strong partnerships to resolve issues, and staying current with all procedural and regulatory changes related to the account opening process.
Job responsibilities:
- Understand the required documents/information and processes to onboard client accounts.
- Partner with key business stakeholders, client-facing teams, and other internal groups to review required legal documents and associated information to meet all regulatory and internal policies.
- Review data integrity for client due diligence, including coordinating the participation of stakeholders who have account opening responsibilities.
- Serve as a control point for account opening approvals, reporting issues for designated clients.
- Maintain a high degree of accuracy and attention to detail while meeting team productivity goals.
Required qualifications, capabilities, and skills:
- Bachelor's degree in Accounting, Finance, or Business, or equivalent military experience.
- Strong written and oral communication skills.
- Ability to learn new or unfamiliar subject matter quickly.
- Proactive approach to researching questions and/or contacting subject matter experts.
- Strong client focus and ability to partner with various internal groups and client coverage.
- Independent and self-motivated, with an ability to adapt in a dynamic team environment.
- Strong analytical, prioritization, multi-tasking and organizational skills.
- Ability to meet fixed deadlines.
- Strong risk and controls awareness.
Preferred qualifications, capabilities, and skills:
- Minimum of 1 year of experience within financial services, operational, or compliance fields.
- Client Onboarding and/or documentation analysis experience.
- Ability to identify and escalate issues where appropriate.
- Ability to successfully navigate a complex infrastructure with numerous groups and individuals.
- Demonstrated experience as a key contributing member of a high-performing organization.
Additional Information:
- Shift Schedule: Night / Graveyard
- Work Setup: Full Time Onsite
-
Wealth Management Account Opening Analyst
4 hours ago
Manila, National Capital Region, Philippines JPMorganChase Full time ₱3,500,000 - ₱5,500,000 per yearJob DescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?As a Wealth Management Account Opening Analyst within the Wealth Management team, you will review client onboarding requirements to ensure accuracy, completeness, and compliance. You will succeed in this role by learning...
-
Manila, National Capital Region, Philippines JPMorganChase Full time ₱30,000 - ₱60,000 per yearDescriptionJoin our team and make your mark by ensuring a seamless and compliant onboarding experience for our clients. Be at the heart of Wealth Management Client Operations, where your attention to detail and partnership skills will drive operational excellence. Job Summary:As an Account Opening Approval Hub Associate in Wealth Management Client...
-
Manila, National Capital Region, Philippines JPMorgan Chase Full time ₱800,000 - ₱1,200,000 per yearJoin our team and make your mark by ensuring a seamless and compliant onboarding experience for our clients. Be at the heart of Wealth Management Client Operations, where your attention to detail and partnership skills will drive operational excellence. Job Summary:As an Account Opening Approval Hub Associate in Wealth Management Client Operations, you will...
-
Manila, National Capital Region, Philippines JPMorganChase Full time ₱1,200,000 - ₱2,400,000 per yearDescriptionJoin our team and make your mark by ensuring a seamless and compliant onboarding experience for our clients. Be at the heart of Wealth Management Client Operations, where your attention to detail and partnership skills will drive operational excellence. Job Summary:As an Account Opening Approval Hub Associate in Wealth Management Client...
-
Financial Wealth Planner
4 hours ago
Manila, National Capital Region, Philippines JMJ Wealth Planners Full time ₱1,200,000 - ₱2,400,000 per yearCompany DescriptionIf you're looking for a sign to make your next best career move, FWD Life Insurance has an exciting opportunity for you.For more information, please visit Role DescriptionProvide personalized financial planning and wealth management advice to clients aligned with their short- and long-term financial goals.Analyze clients' financial...
-
Manila, National Capital Region, Philippines JPMorganChase Full time ₱30,000 - ₱120,000 per yearJOB DESCRIPTIONShape the future of fraud prevention in Asset and Wealth Management.As an Asset and Wealth Management Fraud Management Analyst in the Fraud Management team, you will play a critical role in safeguarding our clients and the firm from fraud. You will review high-risk money movement transactions, collaborate with clients and internal partners,...
-
Manila, National Capital Region, Philippines JPMorgan Chase Full time ₱900,000 - ₱1,200,000 per yearShape the future of fraud prevention in Asset and Wealth Management.As an Asset and Wealth Management Fraud Management Analyst in the Fraud Management team, you will play a critical role in safeguarding our clients and the firm from fraud. You will review high-risk money movement transactions, collaborate with clients and internal partners, and resolve...
-
Wealth Management
5 hours ago
Manila, National Capital Region, Philippines JPMorganChase Full time ₱1,500,000 - ₱3,000,000 per yearJob DescriptionJoin J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous...
-
Wealth Management
2 hours ago
Manila, National Capital Region, Philippines JPMorganChase Full time $150,000 - $200,000 per yearJOB DESCRIPTIONJoin J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous...
-
Wealth Management
3 hours ago
Manila, National Capital Region, Philippines JPMorgan Chase Full time $120,000 - $240,000 per yearJoin J.P. Morgan, a leading global financial services firm with over 200 years of history. Be at the forefront of quality management within our Asset & Wealth Management – Corporate Centers, Philippines. With client assets of $2.4 trillion, we are a global leader in investment and wealth management. Make your mark by driving continuous improvement and...
