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Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions CB to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. Commercial Banking Client On-boarding (CBCO) is responsible for driving and coordinating all aspects of the client on-boarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfillment of AML/KYC requirements.
The CBCO organization is seeking a very motivated individual who is able to handle a high level of complexity in a client facing environment. The International Onboarding Specialist (IOS) will have global responsibility for the international onboarding for Commercial Banking clients. Helping our clients expand their business into international markets is a strategic opportunity for CB and the initial onboarding experience sets the tone. The IOS will work directly with the client and the coverage team to determine the best approach to onboard the client’s business to the CB products and services, including completion of our due diligence process.
Core Responsibilities:
- Support senior IOS on client proposals, project charters, project plans, and/or cross regional on-boarding requests
- Manage standard product implementation and account opening requests in Asia Pacific, including supporting IOS on cross-region implementation deals.
- Manage onboarding activities via phone, telepresence, email and in person with internal business partners
- Own and drive identification, transparency, escalation, and resolution of risks and issues to closure
- Provide subject matter expertise for international regulatory requirements, products, documentation and services
- Responsible for informational ad-hoc inquiries relating to onboarding and product implementation
- Support global and regional onboarding initiatives to enhance client experience, operational and local regulatory requirements.
Required Qualifications:
- At least 2 Years or more relevant business experience, including client facing &/or business support roles
- BA/BS Degree
- Proficient in the various Microsoft applications (Excel, PowerPoint, Word)
- Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
- Good organizational skills both personally and across working team to meet deadlines in a fast-paced environment (time management and attention to detail)
- Good interactive personal and communication skills and ability to execute for positive results
- Strong English written and verbal communication ability, especially via phone and e-mail channels
- Demonstrate client focus and the ability to partner with various internal groups and client coverage
- Adaptable to a changing, dynamic work environment
- Proven ability to successfully manage conflict
- Demonstrated ability to execute the deliverables and apply project management methodology where applicable
Preferred Qualifications:
- Foreign language skills (written and spoken) Asian will an added advantage
- Experience with international KYC & regulatory requirements
- Industry certifications (CAMs, CTP, PMP)
- Global Cash Management experience
- Direct client facing experience and good presentation skills
- Independent, self-motivated with an ability to adapt and be flexible in a team environment
Location: Shanghai
ABOUT USJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
