Job Description
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries.
The Wealth Management Team Leader is responsible for various processes within the life cycle of financial products. The individual will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations team. The successful candidate will be required to quickly learn, understand and support as needed the functions and services provided by the middle office team.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.
J.P. Morgan Asset & Wealth Management, with client assets of $2.5 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Core Responsibilities
• Support multiple product types (e.g. equities, fixed income, foreign exchange, listed option, derivatives, private equity, hedge funds, mutual funds) for both Domestic and International markets
• Review and action front to back reconciliation results to resolve breaks
• Manage exceptions arising as trades flow through multiple control checks
• Timely and accurate execution and verification of all instructions received from internal partners and global teams
• Process and assure completeness of all requests
• Respond promptly and accurately to Front Office requests
• Produce high quality performance and accuracy to best meet our client's needs and expectations
• Ensure adherence to all service level commitments, process controls, and escalation policies
• Work closely with teammates to maximize efficiency
• Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement
Key Skill Sets
• Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
• Able to work independently with minimum supervision
• Excellent verbal and written communication skills
The Wealth Management Team Leader is responsible for various processes within the life cycle of financial products. The individual will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations team. The successful candidate will be required to quickly learn, understand and support as needed the functions and services provided by the middle office team.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.
J.P. Morgan Asset & Wealth Management, with client assets of $2.5 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Core Responsibilities
• Support multiple product types (e.g. equities, fixed income, foreign exchange, listed option, derivatives, private equity, hedge funds, mutual funds) for both Domestic and International markets
• Review and action front to back reconciliation results to resolve breaks
• Manage exceptions arising as trades flow through multiple control checks
• Timely and accurate execution and verification of all instructions received from internal partners and global teams
• Process and assure completeness of all requests
• Respond promptly and accurately to Front Office requests
• Produce high quality performance and accuracy to best meet our client's needs and expectations
• Ensure adherence to all service level commitments, process controls, and escalation policies
• Work closely with teammates to maximize efficiency
• Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement
Key Skill Sets
• Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
• Able to work independently with minimum supervision
• Excellent verbal and written communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Transaction Processing position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.