Metro Manila, National Capital Region, Philippines
14 hours ago
Wealth Management - IPB Cash - Team Leader

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.

Required qualifications, capabilities, and skills:

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.

Preferred qualifications, capabilities, and skills:

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.
Confirmar seu email: Enviar Email