Wealth Management Account Opening Analyst

JPMorganChase; Taguig; On-site; PHP 1,772,000 - 2,954,000; Full time

Job summary

A leading financial institution is seeking a Wealth Management Account Opening Analyst in the Philippines. This role involves ensuring compliance and accuracy in client onboarding processes while partnering with internal teams. Ideal candidates will have a degree in Accounting, Finance, or Business and strong communication skills. A proactive approach and analytical abilities are essential for success in this dynamic environment.

Qualifications

• Minimum 1 year of experience in financial services, operational, or compliance fields.
• Experience with client onboarding or documentation analysis preferred.
• Ability to identify and escalate issues appropriately.

Responsibilities

• Understand required documents for onboarding client accounts.
• Partner with key business stakeholders to review legal documents.
• Review data integrity for client due diligence.

Skills

Strong written and oral communication skills

Proactive approach to researching

Strong client focus

Strong analytical skills

Ability to meet fixed deadlines

Education

Bachelor's degree in Accounting, Finance, or Business

Job description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?

As a Wealth Management Account Opening Analyst within the Wealth Management team, you will review client onboarding requirements to ensure accuracy, completeness, and compliance. You will succeed in this role by learning the organization, developing strong partnerships to resolve issues, and staying current with all procedural and regulatory changes related to the account opening process.

Job responsibilities

• Understand the required documents/information and processes to onboard client accounts.
• Partner with key business stakeholders, client‑facing teams, and other internal groups to review required legal documents and associated information to meet all regulatory and internal policies.
• Review data integrity for client due diligence, including coordinating the participation of stakeholders who have account opening responsibilities.
• Serve as a control point for account opening approvals, reporting issues for designated clients.
• Maintain a high degree of accuracy and attention to detail while meeting team productivity goals.

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance, or Business, or equivalent military experience.
• Strong written and oral communication skills.
• Ability to learn new or unfamiliar subject matter quickly.
• Proactive approach to researching questions and/or contacting subject matter experts.
• Strong client focus and ability to partner with various internal groups and client coverage.
• Independent and self‑motivated, with an ability to adapt in a dynamic team environment.
• Strong analytical, prioritization, multi‑tasking and organizational skills.
• Ability to meet fixed deadlines.
• Strong risk and controls awareness.

Preferred qualifications, capabilities, and skills

• Minimum of 1 year of experience within financial services, operational, or compliance fields.
• Client Onboarding and/or documentation analysis experience.
• Ability to identify and escale issues where appropriate.
• Ability to successfully navigate a complex infrastructure with numerous groups and individuals.
• Demonstrated experience as a key contributing member of a high‑performing organization.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.