Asia Investment Bank Client Onboarding Team Lead – Associate/VP recruitment
Client onboarding is a global team with locations in London, New York and Hong Kong. The team functions in close partnership with sales, credit, legal, compliance and operations to ensure an efficient and timely onboarding to the JP Morgan infrastructure.
The Asia Client Onboarding Team Lead will be based in Hong Kong and be responsible for the day to day management of the Asia Client Onboarding team that supports the majority of the Lines of business across the Investment Bank. They will be accountable for successfully onboarding new Investment Bank clients in a high quality and timely manner.
Reporting to the regional head for Client Onboarding KYC, the Asia Client Onboarding Team Lead will be accountable for participating in and managing the workflow for all Client Onboarding activities in scope which include but are not limited to:
- Manage day to day operations for the teams supporting Commodities, Credit, Rates, FX, IBC and Equities client Onboarding
- Facilitate regular updates with business and marketing with respect to their client pipelines
- Proactively assess areas for processes improvements and make changes as needed
- Help design and communicate necessary system changes to projects and technology
- Ensure team is collecting all appropriate due diligence prior to client onboarding
- Liaise with various groups including legal, compliance, credit and LOB operations to remove roadblocks impeding the onboarding process
- Answering and responding to client inquiries
- Ensuring a smooth and seamless onboarding process for our clients and front-office marketers and sales individuals serving as the primary escalation point and point person for all onboarding related questions and issues for the Client Onboarding Team
Skills
- Individual must be results driven, have attention to detail, and breaking down barriers and obstacles.
- Focused on delivering a seamless and smooth "client experience" regardless of the complexity of the IB internal infrastructure.
- A "can do" attitude is a must with a passion for driving solutions.
- Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables.
- Ability to directly address conflicts and escalate issues where appropriate.
- Maintains a sense of urgency and ability to prioritize/multi-task.
- Ability to communicate effectively at all levels of the organization including clients and front office individuals.
- Strong sense of accountability and ownership over "client experience" and end to end client onboarding process.
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.
- Ability to directly address conflicts and escalate issues where appropriate.
- Review and hold individuals responsible for performance metrics and service level agreements.
- Excellent analytical, problem solving, and time management skills
- Adaptable, flexible and willing to work in a dynamic environment.
- Comfortable leading and working with the team and individually to deliver results.
- Experience of performance management process/year end reviews.
- Strong working experience with Microsoft Word, Excel and PowerPoint.
- Experience in financial services is a must
- Understanding of IB infrastructure, applications, and businesses/products - good to have.
- Prior experience/exposure to Client Onboarding and/or Client Services is a must.
- BSc. Degree or equivalent preferred