Bulge Bracket Investment Banks
New Client Onboarding Advisor
at J.P. Morgan
ExperiencedNo visa sponsorship
Posted 16 days ago
No clicks
Join the Client Operations team to ensure new clients experience a seamless, compliant onboarding process in Private Banking. Act as a subject matter expert on KYC/AML, reviewing complex client documentation, validating records, and advising both bankers and clients. Manage onboarding risks, escalate cases when needed, and collaborate with cross-functional teams to drive process improvements and implement global KYC policies. The role requires strong communication, attention to detail, and the ability to deliver results autonomously in a fast-paced environment.
- Compensation
- Not specified
- City
- Not specified
- Country
- Switzerland
Currency: Not specified
Full Job Description
Location: Switzerland
Join a team where your expertise shapes the client journey and strengthens our commitment to excellence. At J.P. Morgan, you’ll have the opportunity to grow your career, collaborate with talented colleagues, and make a meaningful impact on our clients and the firm. You will be part of a culture that values innovation, integrity, and continuous learning. Your contributions will help us deliver outstanding service and uphold the highest standards in client onboarding.
As a New Client Onboarding Advisor within the Client Operations team, you will play a vital role in ensuring new clients experience a seamless and compliant onboarding process. You will work closely with Bankers and clients, providing expert guidance and support while upholding regulatory requirements. Your ability to navigate complex situations and deliver solutions will help us maintain our reputation for excellence and integrity. You will be empowered to take ownership, collaborate across teams, and contribute to a culture of continuous improvement.
Job responsibilities:Act as a subject matter expert throughout the onboarding process, assessing client structures and information requirements. Review and process complex client documentation, ensuring compliance with AML and KYC regulations. Validate and maintain high-quality documentation and information in client KYC records. Provide onboarding advisory services to Bankers, fostering strong relationships and facilitating compliance. Deliver expert advice directly to clients, addressing challenges and ensuring a supportive onboarding experience. Identify and mitigate risks related to account opening through proactive analysis and collaboration. Serve as the first line of defence, escalating cases requiring further review to relevant committees and stakeholders. Manage client interactions professionally, upholding ethical standards and confidentiality. Collaborate with cross-functional teams to drive best practices and process improvements. Support the implementation of global KYC policies and procedures. Maintain up-to-date knowledge of regulatory requirements and industry trends. Bachelor’s degree or higher (in Finance, Business, or Law). Experience in client service, banking, or AML/KYC, with strong knowledge of local AML regulations and KYC requirements. Proven ability to interact with clients and deliver outstanding support. Excellent organizational skills with strong attention to detail and process orientation. Deep understanding of wealth management structures and associated documentation. Exceptional interpersonal, verbal, and written communication skills; ability to adapt communication style to stakeholders. Ability to deliver results in a fast-paced, pressured environment. Strong sense of ownership and responsibility; able to work autonomously within a controlled framework. Fluency in English and at least one additional language. Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word. Commitment to upholding ethical standards and confidentiality.
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:Fluency in French, German, Russian, Spanish, Arabic, Portuguese, Greek, or a Nordic language. Experience managing multiple workstreams concurrently and prioritizing effectively. Familiarity with automation tools and digital platforms. Ability to drive process improvements and contribute to team initiatives. Experience working in an international or multicultural environment. Strong analytical and problem-solving skills. Demonstrated commitment to continuous learning and professional development. Empower clients and drive best practices as you deliver a world-class onboarding experience in Private Banking.
Job Details
ExperiencedNo visa sponsorship
Not specified
Currency not set
City: Not specified
Country: Switzerland
Join the Client Operations team to ensure new clients experience a seamless, compliant onboarding process in Private Banking. Act as a subject matter expert on KYC/AML, reviewing complex client documentation, validating records, and advising both bankers and clients. Manage onboarding risks, escalate cases when needed, and collaborate with cross-functional teams to drive process improvements and implement global KYC policies. The role requires strong communication, attention to detail, and the ability to deliver results autonomously in a fast-paced environment.
Full Job Description
Location: Switzerland
Join a team where your expertise shapes the client journey and strengthens our commitment to excellence. At J.P. Morgan, you’ll have the opportunity to grow your career, collaborate with talented colleagues, and make a meaningful impact on our clients and the firm. You will be part of a culture that values innovation, integrity, and continuous learning. Your contributions will help us deliver outstanding service and uphold the highest standards in client onboarding.
As a New Client Onboarding Advisor within the Client Operations team, you will play a vital role in ensuring new clients experience a seamless and compliant onboarding process. You will work closely with Bankers and clients, providing expert guidance and support while upholding regulatory requirements. Your ability to navigate complex situations and deliver solutions will help us maintain our reputation for excellence and integrity. You will be empowered to take ownership, collaborate across teams, and contribute to a culture of continuous improvement.
Job responsibilities:Act as a subject matter expert throughout the onboarding process, assessing client structures and information requirements. Review and process complex client documentation, ensuring compliance with AML and KYC regulations. Validate and maintain high-quality documentation and information in client KYC records. Provide onboarding advisory services to Bankers, fostering strong relationships and facilitating compliance. Deliver expert advice directly to clients, addressing challenges and ensuring a supportive onboarding experience. Identify and mitigate risks related to account opening through proactive analysis and collaboration. Serve as the first line of defence, escalating cases requiring further review to relevant committees and stakeholders. Manage client interactions professionally, upholding ethical standards and confidentiality. Collaborate with cross-functional teams to drive best practices and process improvements. Support the implementation of global KYC policies and procedures. Maintain up-to-date knowledge of regulatory requirements and industry trends. Bachelor’s degree or higher (in Finance, Business, or Law). Experience in client service, banking, or AML/KYC, with strong knowledge of local AML regulations and KYC requirements. Proven ability to interact with clients and deliver outstanding support. Excellent organizational skills with strong attention to detail and process orientation. Deep understanding of wealth management structures and associated documentation. Exceptional interpersonal, verbal, and written communication skills; ability to adapt communication style to stakeholders. Ability to deliver results in a fast-paced, pressured environment. Strong sense of ownership and responsibility; able to work autonomously within a controlled framework. Fluency in English and at least one additional language. Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word. Commitment to upholding ethical standards and confidentiality.
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:Fluency in French, German, Russian, Spanish, Arabic, Portuguese, Greek, or a Nordic language. Experience managing multiple workstreams concurrently and prioritizing effectively. Familiarity with automation tools and digital platforms. Ability to drive process improvements and contribute to team initiatives. Experience working in an international or multicultural environment. Strong analytical and problem-solving skills. Demonstrated commitment to continuous learning and professional development. Empower clients and drive best practices as you deliver a world-class onboarding experience in Private Banking.
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