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AWM-WM IPB Core Operations - Team Leader

2.00 to 3.00 Years   Mumbai City   18 Mar, 2022
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

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.
    Key competencies
    • 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.
    Qualifications : Minimum qualifications - Graduate Minimum experience 2-3 years in relevant field Language requirement
    • Communication (Spoken Assertiveness & Written) Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations.
    ,

Keyskills :
salescustomer relationsslaqualitycoachingfront officefixed incomemoney marketmiddle officetime managementwealth management

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