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Company Name : JPMorgan Chase Bank, N.A.
Location : Mumbai, Maharashtra
Position : AWM-WM IPB Core Operations
Job Description : J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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.
Roles & Responsibilities:
Wealth Management, IPB Fees – TL
IPB Fees team is responsible for:
Set up of new Fee Schedules
Billing of fees
Key Performance Areas:
Re-pricing of existing Fee schedules
Account closures and Waivers
Running Control Reports
Ensure adherence to operational procedures to complete tasks in an accurate and timely manner.
Ability to work under pressure and to meet stringent deadlines.
Excellent Process/Product knowledge to be able to deliver on the projects.
Clear understanding of the Pricing Policy and other relevant documentation.
Strong Client Focus.
Excellent communication skills.
Detail Orientation – Function is critical from impact perspective.
Strong Client Focus. Strong time management and ability to coordinate with various teams to action items.
Analytical – Ready to analyze the process flows and ideate on operational improvements.
Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
Adaptability – Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Control orientated and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile
Gain end to end knowledge of the process & as an SME, assist in the key projects.
Ability to handle all miscellaneous requests related to the process & assist the team with research & investigation as required.
Ability to review the SOPs of the process & incorporate the necessary changes/updates as required. Sharing the updates/changes made effectively with the team.
Ensure to document procedures and identify requirements for additional controls as required.
Ensure effective transfer of knowledge.
Good on MIS & Reporting requirements.
Good understanding of the Pricing Policy and other documents.
Understand the key differences across the various regions when it comes to types of fees, client communication etc.
To be able to think Out of the Box and innovate.
Minimum qualifications – Graduate
Minimum experience – 2-3 years in relevant field
Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations.
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, sexual 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.
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