Job Description
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
KYC Asset Management team is responsible for the KYC due diligence on the clients at onboarding or recertification. You will be working with a highly qualified team in Anti-money Laundering regulations and KYC knowledge. The team is responsible for execute the onboarding and recertification of clients in adherence to the Firms KYC Policy. We perform public domain research and risk analysis in the system based on the Product, Booking location and other risk components. We review the materiality of Sanctions, Adverse Media screening and escalate the same using firms procedures. The team work with internal stakeholders to provide the requirements on the KYC file during such process. The team is also responsible to provide support on dashboard, change request and quality management.
Job Responsibilities
Delivery high standard of quality in the KYC profile of the client in adherence with the firms policy and procedures.
Ensure all processes include final approvals are executed and delivered per defined SLA.
Liaise with other departments/team such as Client account manager, Client Advisor, Portfolio Manager, Investment Specialist and senior stakeholder for KYC approvals.
Required qualifications, capabilities and skills
6-10 years' experience with financial product analysis, KYC, AML, Compliance
Strong educational credentials
Self-motivated with a strong work ethic
Willingness to work in a team-oriented, collaborative environment
Exhibit high willingness to collaborate with all levels of the organization
Excellent written and verbal communication skills (including in English)
Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time
Preferred qualifications, capabilities and skills
Strong numerical, analytical and problem solving skills
Proficient in Microsoft applications such as a Microsoft Word, Excel, Outlook and PowerPoint.
Advantage for candidate with tech skills such as Alteryx, Python and Tableau.
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
KYC Asset Management team is responsible for the KYC due diligence on the clients at onboarding or recertification. You will be working with a highly qualified team in Anti-money Laundering regulations and KYC knowledge. The team is responsible for execute the onboarding and recertification of clients in adherence to the Firms KYC Policy. We perform public domain research and risk analysis in the system based on the Product, Booking location and other risk components. We review the materiality of Sanctions, Adverse Media screening and escalate the same using firms procedures. The team work with internal stakeholders to provide the requirements on the KYC file during such process. The team is also responsible to provide support on dashboard, change request and quality management.
Job Responsibilities
Delivery high standard of quality in the KYC profile of the client in adherence with the firms policy and procedures.
Ensure all processes include final approvals are executed and delivered per defined SLA.
Liaise with other departments/team such as Client account manager, Client Advisor, Portfolio Manager, Investment Specialist and senior stakeholder for KYC approvals.
Required qualifications, capabilities and skills
6-10 years' experience with financial product analysis, KYC, AML, Compliance
Strong educational credentials
Self-motivated with a strong work ethic
Willingness to work in a team-oriented, collaborative environment
Exhibit high willingness to collaborate with all levels of the organization
Excellent written and verbal communication skills (including in English)
Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time
Preferred qualifications, capabilities and skills
Strong numerical, analytical and problem solving skills
Proficient in Microsoft applications such as a Microsoft Word, Excel, Outlook and PowerPoint.
Advantage for candidate with tech skills such as Alteryx, Python and Tableau.
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Asset Management | Client Onboarding KYC | Associate position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.