APAC Client Onboarding Lead, Wealth Management Operations at JPMC Candidate Experience page

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

0.0

Posted On

28 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Advisory, Onboarding, AML, KYC, Operational Excellence, Team Leadership, Risk Management, Time Management, Organizational Skills, Interpersonal Skills, Communication, Negotiation, Stakeholder Management, Problem Solving, Attention to Detail, Self-Starter

Industry

Financial Services

Description

Step into a leadership role within our dynamic Client Operations team and drive innovation in the banking industry. You'll have the unique opportunity to enhance your leadership skills while delivering impactful solutions for our clients. Our team supports career growth and mobility, fostering a culture that values collaboration and continuous improvement. Embrace the chance to make a difference and enjoy a rewarding career journey. Experience the benefits of joining a team that prioritizes both client and employee satisfaction. As a Client Onboarding Lead within the Wealth Management Operations team, you will provide expert advisory services to onboard entity clients in the Asia region, ensuring compliance with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations. You will collaborate with front office and control partners to deliver an exceptional onboarding experience, act as a subject matter expert for complex cases, and drive operational excellence. Over time, this role may expand to include team leadership responsibilities, developing and managing a high-performing onboarding team. Job responsibilities Advise clients and internal stakeholders on onboarding requirements, documentation, and regulatory standards. Oversee the delivery of an excellent client onboarding experience by team members. Serve as a point of escalation for complex onboarding cases, providing expert guidance and solutions. Meet regularly with Business Managers and Client Onboarding Team Leads to ensure onboarding expectations are met. Provide guidance on AML/KYC policies and procedures, and present solutions to enhance controls across the KYC review process. Lead preparedness for audits and regulatory exams, acting as the key contact for discussions and file reviews, and ensuring adherence to firm-wide control policies and regulatory requirements. Collaborate with global AML/KYC colleagues to maintain a robust monitoring framework. Manage the end-to-end onboarding process, including account opening, maintenance in various systems, and ensuring all steps are executed accurately and efficiently. Review and manage daily work volumes, ensuring completion within established deadlines and in accordance with policies and procedures; track and report team performance against key metrics and objectives to meet KYC service level agreements (SLAs). Coordinate and report on internal initiatives and project plans to management; investigate, follow up, and resolve escalated onboarding client issues through effective collaboration with business partners and stakeholders. Evaluate staff performance, provide feedback, and support talent recruitment, training, development, and knowledge sharing to advance team members’ roles; model and drive creative problem-solving and decision-making skills within the team. Required qualifications, capabilities, and skills Bachelor’s Degree required. Minimum 10 years of experience in the financial industry, with a focus on client facing experience. Fluency in Chinese (Mandarin and/or Cantonese) required. Excellent time management, organizational, and interpersonal skills. Strong risk mindset and attention to detail. Effective in a team setting, but also a self-starter able to operate with minimal oversight. Demonstrated ability to work in a fast-paced environment and manage multiple priorities. Strong communication, negotiation, and stakeholder management skills. Preferred qualifications, capabilities, and skills Professional certifications in AML/KYC (e.g., CAMS, ICA) preferred. J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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. 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.

Responsibilities

As a Client Onboarding Lead, you will advise clients on onboarding requirements and oversee the delivery of an excellent onboarding experience. You will also manage complex cases and ensure compliance with AML and KYC regulations.