Wealth Management Account Opening Analyst (Quality)

Location: Metro Manila, National Capital Region, Philippines

Job Family: Client Operations Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering superior advice and tailored solutions to our clients. As a Wealth Management Account Opening Analyst (Quality) in our Client Operations Management team, you will play a critical role in ensuring the accuracy and compliance of client onboarding processes. Based in Metro Manila, National Capital Region, Philippines, this position involves reviewing documentation for high-net-worth individuals and institutions, partnering with cross-functional teams to mitigate risks, and upholding the firm's commitment to data integrity and regulatory adherence in the competitive wealth management landscape. Your primary focus will be on conducting thorough quality reviews of account opening applications, identifying potential issues in client data, and collaborating with operations, compliance, and advisory teams to facilitate smooth onboarding. You will leverage your expertise in financial regulations such as KYC and AML to prevent errors that could impact client trust or expose the firm to compliance risks. Additionally, you will contribute to process enhancements by analyzing quality metrics and recommending improvements that align with JP Morgan Chase's global standards for excellence in wealth management services. This role offers an opportunity to grow within a dynamic, supportive environment at one of the world's most respected financial institutions. You will work alongside talented professionals in a collaborative culture that values innovation, integrity, and client-centricity. If you have a keen eye for detail and a passion for operational excellence in finance, join us to help shape the future of wealth management at JP Morgan Chase.

Key Responsibilities

• Review client onboarding documents for accuracy, completeness, and adherence to JP Morgan Chase's quality standards
• Conduct quality checks on account opening processes to ensure compliance with regulatory requirements like KYC, AML, and FATCA
• Identify and escalate data integrity issues, partnering with client operations and compliance teams to resolve them efficiently
• Analyze trends in onboarding errors and recommend process improvements to enhance overall efficiency
• Collaborate with global teams to support seamless account openings for high-net-worth clients
• Maintain accurate records and documentation in line with JP Morgan's data governance policies
• Monitor and report on key quality metrics to senior management
• Assist in training junior staff on quality assurance best practices
• Ensure all client data is handled securely and in compliance with privacy regulations
• Contribute to the continuous improvement of onboarding workflows within the Wealth Management division

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• At least 2 years of experience in financial services, particularly in client onboarding or account operations
• Strong understanding of regulatory compliance requirements in wealth management, including KYC and AML standards
• Proficiency in data analysis and quality assurance processes within a banking environment
• Excellent attention to detail and ability to identify discrepancies in client documentation
• Experience working in a fast-paced, high-volume operational setting
• Fluency in English, both written and verbal

Preferred Qualifications

• Prior experience at a global financial institution like JP Morgan Chase
• Knowledge of wealth management products and services
• Certification in financial compliance (e.g., CAMS or equivalent)
• Familiarity with CRM systems such as Salesforce or similar platforms
• Experience in cross-functional team collaboration in an international setting

Required Skills

• Attention to detail
• Analytical thinking
• Regulatory compliance knowledge
• Data validation and integrity checking
• Proficiency in Microsoft Excel and data analysis tools
• Strong communication skills
• Problem-solving abilities
• Time management in high-pressure environments
• Team collaboration
• Understanding of financial products
• Risk assessment
• Documentation management
• Customer service orientation
• Adaptability to changing regulations
• Basic knowledge of CRM systems

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through JP Morgan's learning programs
• Employee assistance programs for wellness and financial counseling
• Flexible work arrangements and hybrid options in Metro Manila
• Access to global mobility programs and career advancement paths

JP Morgan Chase is an equal opportunity employer.