Wealth Management Team Lead

Warszawa, mazowieckie
Stała
Pełny etat

8 dni temu

Job Category: Client DataJob Description:This role is a great opportunity to grow your career as Team Lead in one of the greatest place to workAs a Wealth Management Team Lead in the Wealth Management Team you will manage expectations on turnaround timeframes and provide appropriate updates on the progress of the lifecycle. You will work in an analytical and dynamic environment and have the ability to evaluate complex documents in order to ensure regulatory requirements are met.Job responsibilities

Coordinates completion of the requests for existing Client for the Wealth Management division, manages active requests, provides status updates of key reviews.
Builds and develops strong partnerships, identifies challenges and eliminates roadblocks with all internal partners
Ensures all information to and from our Clients is accurate, complete and compliant with AML, Local and Corporate Due Diligence requirements
Coordinates case prioritization, capacity planning, and assignment with our Global Stakeholders
Stays up to date of any changes to processes and procedures, regulatory change and ensures impacts are identified for in-progress requests
Manages personal workload and priorities ensuring timely escalation of key risks/issues to management
Identifies and executes process improvements, provides guidance and support on key process and technology initiatives to the business

Required qualifications, capabilities, and skills

Strong written and oral communication skills
Resilient interpersonal skills, ability to partner with internal stakeholders
Client focused whist maintaining a strong controls mind-set
Proactive and flexible approach to personal workload and wider team targets
Effective at managing time appropriately and organising workload for maximum productivity
Working knowledge of KYC/Compliance/AML standards
Sound understanding of the Financial industry
Proficiency in English (C1 and higher)

About Us: J.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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

JPMorgan Chase

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