Wealth Onboarding Analyst - Compliance & Data Integrity

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

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.