AWM - Wealth Management -

Job Description

Roles & Responsibilities: Manage the IPB Fees Team who is responsible for: Set up of new Fee Schedules Billing of fees Re-pricing of existing Fee schedules Account closures and Waivers Running Control Reports Maintaining fee documents Producing MIS and trend analysis Answering Front-Office queries across EMEA and Asia in a timely and accurate manner Testing effort during projectsCreate an effective partnership with onshore leads/stakeholders through proactive & effective communication channels, business reviews, governance models etc.Experience, skills & qualifications

• Graduate Degree; MBA or other post graduate degree is a plus

• 10-15 years of experience in Financial Services, Investment Banking / Wealth Management / Securities Operations with specific experience in Asset Servicing required.
• Leadership Leads by example and is an effective role model (e.g. takes the lead and actions reflect an appropriate level of independence; demonstrates the ability to initiate and effect change and continuous improvement, contributes significantly to the on-going development of people.
• Thinking Strategically Be able to drive positive changes, promote ownership and demonstrate My business Mentality .
• Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work.
• Communication Is organized, clear and confident in written and oral communications. Actively engages in discussions offering expertise, opinions, advice and is able to communicate incisively at all levels.
• People management: Manages his teams through active engagement and develops key talent. Must be able to flex his/ her style to get the best out of the people
• Teamwork Creates and/or contributes to an environment of collaboration and mutual responsibility (e.g. effectively influences others to gain cooperation and address issues; initiates and is responsive to requests from other products, regions, etc.)
• Should be creative and innovative; challenges status quo; generates strategic advice/product/client solutions
• Have a track record of formulating innovative ideas and gaining buy-in from senior management in addition to a track record of execution/delivery/process improvement/leadership in a challenging environment
• An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential
• A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.
• Client focused and able to deliver on complex tasks
• Good people skills and ability to drive energy levels within the team
• Excellent time management and prioritization skills and highly result oriented
• Focus on quality and controlled environment.
• A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.
• Drives initiative within the team and can motivate and direct the team in the right direction.les & Responsibilities: Manage the IPB Fees Team who is responsible for: Set up of new Fee Schedules Billing of fees Re-pricing of existing Fee schedules Account closures and Waivers Running Control Reports Maintaining fee documents Producing MIS and trend analysis Answering Front-Office queries across EMEA and Asia in a timely and accurate manner Testing effort during projectsDescription for Internal CandidatesJob 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:Manage the IPB Fees Team who is responsible for:Set up of new Fee Schedules Billing of fees Re-pricing of existing Fee schedules Account closures and Waivers Running Control Reports Maintaining fee documents Producing MIS and trend analysis Answering Front-Office queries across EMEA and Asia in a timely and accurate manner Testing effort during projects Partner with Stakeholders globally to provide an excellent client experience Drives results through leadership, people, communication and influence Function effectively in a high volume, rapid pace, deadline-oriented environment Manage KPIs (key performance indicators) for the segment/group to ensure consistency in quality and timeliness of completion, data driven decisions for enhanced client experience Serve as an escalation point for the Fees team on related issues Promote process improvement ideas and share best practices across the segment/group Support consistent hiring and performance management practices Risk management, issue identification and escalation Assess areas for process and system improvements and provide potential solutions Create an effective control environment within the team and assist in development, implementation and periodic performance of key controls Create an effective partnership with onshore leads/stakeholders through proactive & effective communication channels, business reviews, governance models etc.Experience, skills & qualifications
• Graduate Degree; MBA or other post graduate degree is a plus
• 10-15 years of experience in Financial Services, Investment Banking / Wealth Management / Securities Operations with specific experience in Asset Servicing required.
• Leadership Leads by example and is an effective role model (e.g. takes the lead and actions reflect an appropriate level of independence; demonstrates the ability to initiate and effect change and continuous improvement, contributes significantly to the on-going development of people.
• Thinking Strategically Be able to drive positive changes, promote ownership and demonstrate My business Mentality .
• Manages Relationships through inclusivity and is able to actively manage stake holders and demonstrate collaborative team work.
• Communication Is organized, clear and confident in written and oral communications. Actively engages in discussions offering expertise, opinions, advice and is able to communicate incisively at all levels.
• People management: Manages his teams through active engagement and develops key talent. Must be able to flex his/ her style to get the best out of the people
• Teamwork Creates and/or contributes to an environment of collaboration and mutual responsibility (e.g. effectively influences others to gain cooperation and address issues; initiates and is responsive to requests from other products, regions, etc.)
• Should be creative and innovative; challenges status quo; generates strategic advice/product/client solutions
• Have a track record of formulating innovative ideas and gaining buy-in from senior management in addition to a track record of execution/delivery/process improvement/leadership in a challenging environment
• An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential
• A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.
• Client focused and able to deliver on complex tasks
• Good people skills and ability to drive energy levels within the team
• Excellent time management and prioritization skills and highly result oriented
• Focus on quality and controlled environment.
• A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.
• Drives initiative within the team and can motivate and direct the team in the right direction.

Keyskills :
role modelfront officefixed incomemoney marketpeople skillsfee schedulestrend analysisprivate bankingrisk managementasset servicingproblem solving