EMEA Client Operations - Advisory and Governance Analyst

JPMorgan Chase & Co.; City of Edinburgh; On-site; GBP 35,000 - 50,000; Full time

Job summary

A global financial services leader in Edinburgh seeks an Analyst for their Private Banking operations. The role includes developing training programs on KYC/AML and supporting client onboarding processes. Ideal candidates will have strong communication, organizational skills, and research abilities. This position offers opportunities for impactful work and professional growth in a collaborative culture.

Benefits

Growth opportunities

Collaborative culture

Impactful work

Innovation and efficiency

Curiosity-driven environment

Qualifications

• Great communication and organisational skills.
• Able to communicate clearly with many stakeholders.
• Meticulous attention to detail and ability to multi-task.
• Self-motivated and highly disciplined.
• Analytical mindset with skills to identify and propose solutions.

Responsibilities

• Create and coordinate changes to form templates.
• Work with tech teams to improve client experience.
• Maintain accurate static data on form templates.
• Handle sensitive data with confidentiality.
• Lead completion of assigned tasks within deadlines.

Skills

Communication skills

Organizational skills

Attention to detail

Interpersonal skills

Analytical mindset

Education

Degree-level research skills

Tools

MS Excel

MS Word

Job description

Overview

Join our EMEA team as an Analyst! Impact Private Banking, support clients, drive best practices, and ensure compliance. Are you ready to make a significant impact in the world of Private Banking? Join our dynamic EMEA Private Bank Client Operations team as an Advisory & Governance Team Analyst, where you\'ll play a crucial role in supporting our clients and driving best practices, all while ensuring compliance with regulatory requirements.

Role and scope

As an EMEA Client Operations - Advisory and Governance Analyst within the Advisory and Governance Team, you will provide expert advice on complex client cases and policies/procedures related to KYC/AML. You will be responsible for developing and implementing a training program for Client Onboarding and partner teams, focusing on KYC/AML and related topics. Additionally, you will manage our client forms (DOX) and application packs across our 9 EMEA locations.

Advisory and Governance is a team of seven aligned to the Client Onboarding Team in EMEA and is primarily based in Edinburgh but with team members also in Bengaluru and Geneva.

The role will primarily focus on supporting our DOX function. The reason for the creation of this role is twofold. Firstly, to support the expanded coverage of the team for new branch locations for which we are developing forms and ancillary documents. Secondly to support strategic initiatives on digitalization and dynamic form content.

Responsibilities

• Work within our team which creates, updates and coordinates changes to our form templates. These range from complex documents such as our Application Forms and Client Terms as well as forms which help clients update their details or who they what as signatories to their account, as well as forms that form part of the client experience such as the welcome letter.
• Work with our tech and product teams to develop solutions to improve the client experience by introducing ways clients can sign digitally, or access their forms online, as well as by creating forms with dynamic content.
• Lead the effective completion of assigned tasks, working seamlessly with partner teams across the DOX processes.
• Maintain accurate static data on our form templates in systems.
• Handle sensitive data and information with the utmost care and confidentiality.
• Escalate issues promptly in line with escalation protocols, contributing ideas to drive continuous improvement and enhance service delivery.
• Embrace opportunities to re-think and innovate our forms and processes for greater efficiency and effectiveness.
• Work independently, completing tasks within established timeframes in a fast-paced environment.

Required qualifications, capabilities and skills

• Great communication and organisational skills
• Able to communicate clearly with our many stakeholders across the branches, Legal, marketing and project teams.
• Meticulous attention to detail, with the ability to multi-task, prioritise, and meet tight deadlines.
• Strong interpersonal skills, with the ability to work both independently and collaboratively in teams.
• Strong proficiency with MS Office, specifically MS Excel and MS Word.
• Self-motivated and highly disciplined, with a a "can-do" attitude and a strong sense of ownership.
• Analytical mindset: ability to research and analyse issues. Given the role involves dealing with complex KYC, Legal and tax documentation, you should have research skills to a degree level to identify potential issues and propose solutions.

Preferred qualifications, capabilities and skills

• Business-level fluency in French, Italian, German, or Spanish is a plus.

Why Join Us?

• Impactful Work: Be part of a team that plays a vital role in the success of our Private Banking operations.
• Growth Opportunities: Develop your skills and expertise in a supportive and dynamic environment.
• Collaborative Culture: Work alongside talented professionals who are passionate about delivering exceptional service to our clients.
• Innovation and Efficiency: Engage in opportunities to innovate and streamline processes, contributing to the overall efficiency of our operations.
• Curiosity-Driven Environment: Join a team that values an inquisitive and curious mindset, encouraging continuous learning and improvement.

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 FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.