New Client Onboarding Team Lead

Vor 7 Tagen

Genf, Schweiz J.P. Morgan Vollzeit

The Head of JPM Suisse New Client Onboarding is responsible for all aspects of client onboarding including the fulfilment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. To be successful, the selected candidate must have a strong operations background as well as experience in leadership management disciplines and regulatory knowledge.

The successful candidate will partner with client-facing teams to prioritize and manage the new client onboarding pipeline and serve as escalation point of contact for Front Office and Operations colleagues. The role holder will leverage a stakeholder network to drive the overall success of the team and ensure all requests are completed in a timely and efficient manner with the highest standards of quality and care, and compliant with all Bank policies and regulatory standards. The individual will proactively manage controls and risk and will drive issue resolution.

The role holder will be responsible and accountable for enhancing the new client onboarding operating model, driving strategic and tactical initiatives to improve colleague and client experience, all whilst ensuring adherence to firms standards and relevant regulatory requirements.

Job Responsibilities

  • Act as a subject matter expert on KYC / AML requirements and related policies and procedures
  • Maintain a governance and reporting structure to ensure objectives are clearly defined and deliverables are documented with associated metrics to measure output
  • Escalate to and discuss complex client issues with Compliance and risk partners
  • Inspire and motivate the New Client Onboarding team by understanding business drivers, challenging the status quo and modelling desired behaviours and outcomes
  • Drive critical thinking and proactively seek out best practices by understanding client needs and the impact of the relationship across the firm
  • Deliver process enhancements, ensuring service levels, quality and control outcomes are met
  • Resource management through proactive alignment of resources according to clients and initiatives and allocating work efficiently
  • Acquire and develop talent, managing colleague performance, providing real-time feedback and fulfil performance management commitments
  • Ability to partner strongly with the broader operations groups globally to look for synergies across regions as well as being a culture carrier influencing beyond direct responsibilities

Required Qualifications, Capabilities and Skills

  • Extensive experience within financial services, operational or risk management fields and managing teams
  • Strong sense of ownership and responsibility with a can-do attitude with a passion for driving best practices
  • Strong written and oral communication skills with ability to successfully influence internal and external stakeholders
  • Sound understanding of KYC/AML fields and deep knowledge of the different structures open within the Wealth Management industry and the documentation associated with such structures
  • Ability to coordinate issues, findings and practices with colleagues across regions and/or divisions
  • Ability to apply business knowledge to new situations and able to approach situations both globally and specific to product area
  • Team player with ability to prioritize in a fast moving, high pressure, constantly changing environment
  • Fluency in English is mandatory

Preferred Qualifications, Capabilities and Skills

  • Fluency in French, German, Spanish, Arabic or Portuguese would also be a strong advantage
  • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
  • Change management mindset, questioning conventional ways of managing the business and thinking outside the box for creative solutions
  • Comfortable with change, ambiguity, debate, conflict and informed risk-taking
  • Ability to directly address conflicts and escalate issues where appropriate
  • Willingness to make decisions, whilst challenging and influencing stakeholders to ensure decisions are well-thought out and can be executed from an operations and regulatory perspective
  • Proficient with technology and systems and capable of applying knowledge to operations and understanding the overall infrastructure and business implications
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