Expires soon J.P. Morgan

Wealth Management - Client Service Control Manager - Associate/Vice President

  • Genève (Geneva)
  • Accounting / Management control

Job description

J.P. Morgan Asset Management, with client assets of $2.8 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.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

 
Position Description :
 
Based in Geneva or Edinburgh, you will be responsible for analyzing legal and regulatory obligations from the EMEA region, evaluating their relevancy to the Client Service and Mortgage & Deposits functions, mapping the obligations to policies and procedures, and identifying gaps for remediation. In addition, the position will require dedicated involvement with the RCSA testing process.  Key requirements for the role include: 
·  Drive evaluation of local obligations to the EMEA Client Service and Mortgage & Deposit  practices, ensuring detailed impact analyses for review by the Global Control Manager
·  Critically analyze procedures against obligations and drive engagement with key functions including Legal, Compliance, Risk, and Business to understand impact to the business and collectively assess the sufficiency of current procedures procedure
·  Coordinate activities, knowledge and findings across the Global Client Service and Mortgage & Deposit OLO teams
·  Plan for and perform the required annual RCSA testing for the EMEA Client Service business
·  Identify and manage control issues and relevant action plans raised by RCSA testing
·  Develop control solutions to mitigate risks/gaps identified during RCSA testing and course of executing Client Service processes
·  Build and maintain excellent relationships with internal partners and colleagues
Key Skills and Experience Required:
·  A minimum of 3 years controls management, legal and compliance, management consulting, or equivalent experience in complex financial enterprises; knowledge of wealth management businesses, risk & controls  preferred
·  Familiarity with local laws, rules and regulations applicable to Wealth Management Client Service and Mortgage & Deposits
·  The ideal candidate will have experience reviewing policies and procedures  
·  High quality analysis with exceptional attention to detail
·  Ability to both work independently and collaborate with others, as needed
·  Exceptional critical thinking, analytical and communication skills with the ability to directly identify issues and escalate where appropriate
·  Ability to multi-task and adapt to changing priorities in a dynamic business environment, and continually reprioritize to focus on the key issues / topics
·  Excellent skills using Excel and MS PowerPoint tools efficiently
·  Ability to learn new concepts, systems, processes, and initiatives

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