Wealth Management - Onboarding Team - Account Maintenance Analyst (French Speaker)

  • Competitive
  • Edinburgh, Scotland, United Kingdom
  • Permanent, Full time
  • J.P.Morgan
  • 23 Oct 18

Wealth Management - Onboarding Team - Account Maintenance Analyst (French Speaker)

Business Overview

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.

Operations Overview

Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.

Our Team

The On-boarding Maintenance Team is responsible for review and update of client documentation and information. We are involved in the opening and on-going maintenance of Private Banking Accounts across multiple EMEA platforms and ensuring compliance with local AML-KYC regulatory requirements. Our team offers quality and timely service to clients while providing an on-going support to internal stakeholders and acting as a knowledgeable resource for the entire Private Bank.
Position Description:

The successful candidate will be working in the fast-paced environment which requires mastering various processes and liaising with numerous internal stakeholders. The main responsibilities will be to review and update legal documentation using in-house systems, to address incoming ad-hoc queries and to participate in various projects.
Expected Skills

  • Relevant degree/qualification and/or relevant commercial experience
  • Meticulous attention to detail
  • The ability to multi-task, prioritise and work with tight deadlines
  • Strong interpersonal skills with the ability to work both independently and in a team environment
  • For this role fluency in French is essential, additional language skills would be beneficial

We are looking for a highly disciplined and self-motivated individual, who is able to multi-task while remaining focused on accuracy and attention to detail.

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan Chase & Co. is an Equal Opportunity Employer.