Asset Management

Asset Management - APAC Client Onboarding Management - Vice President Asset Management - APAC Client Onboarding Management - Vice President role at JPMorganChase. Location: Sydney, New South Wales, Australia. Salary: A$160,000.00-A$170,000.00. Job Description The APAC Client Onboarding Management team is responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life‑Cycle events on the respective investment accounting platform(s). The team works cross‑functionally with Clients, Senior Representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third‑Party vendors. Job Responsibilities Project manage new account onboarding’s for Institutional and Strategic Client mandates inclusive of Segregated portfolios, Advisory and Sub‑Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In‑Species and Custody Changes. Act as point of contact with and for the Client during the end‑to‑end onboarding timeline. Lead internal stakeholder and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes, providing an excellent level of Client service. Complete and maintain event documentation, including onboarding checklists, account opening information, product specifications, project plans and other related documents. Perform control checkpoints and authorization of Client mandates prior to launch. Be a functional subject matter expert demonstrating a high degree of independent decision making, autonomy and execute sound judgement. Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on wider business support initiatives including New Business Initiatives (NBIA). Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks. Support the global client onboarding teams to develop best practice standards and consistency and identify ways to improve processes/procedures to enhance the Client experience. Required Qualifications, Capabilities, And Skills The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential. The ability to adapt to different client personalities and changing situations, build and maintain positive relationships with clients and quickly and effectively resolve client issues or concerns. Excellent time management skills. Project Management experience with the ability to manage initiatives concurrently end‑to‑end. Disciplined, self‑motivated, and delivery‑focused individual who can work independently where required. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement, and a strong understanding of Fund Accounting, Transfer Agency and Custody. Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time‑sensitive situations. Preferred Qualifications, Capabilities, And Skills Excellent time management skills. Asset Management or relevant Investment Banking, Wealth Management experience. Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web‑based technology effectively. About the Company 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. Job Details Seniority level: Mid‑Senior level | Employment type: Full‑time | Job function: Finance and Sales. #J-18808-Ljbffr