【JPモルガン】Global Corporate Banking - Relationship Management Partner – Analyst
仕事内容
Act as a liaison between the client and the firm to help establish, maintain and enhance the relationship
Participate in client planning activities and client calls
Handle client’s daily maintenance and / or transactional inquiries, coordinating with bankers and other internal stakeholders as appropriate
Support client onboarding process by working with Wholesale KYC Operations (WKO) for accurate completion of Know Your Client (KYC) and Anti-Money Laundering (AML) related inquiries
Play a key role in facilitating internal processes for new transactions, including due diligence and documentation
Assist in ensuring assigned client portfolio is kept current with all aspects of the firm’s KYC/AML requirements by conducting regular reviews of the client profile and transactions, and escalating to internal stakeholders as necessary
Monitor credit exposure and partner with Credit Risk on credit related asks
Prepare and manage documentation storage and retrieval for loans, overdrafts, and bank guarantee-related deals. Play a lead role in Loan, O/D, Bank Guarantee, and other types of Credit execution, including credit approval process as well as documentation
Coordinate with Payment product and support regulatory reporting and client education
Prepare and update various account, KYC and transaction related reviews by maintain and update master files, trackers, and documentation evidence, take end-to-end ownership including coordination of Division Head approval and sign-off, etc.
Provide end-to-end support on account maintenance and change, including billing setup and system requests
応募資格(必須経験など)
Required qualifications, capabilities, and skills
• Bachelor’s degree in a relevant field
• Strong Banking/Financial Services background
• Understanding of relevant regulatory requirements and familiarity with compliance and KYC processes
• Proven ability to build and develop relationships. Strong internal network will be critical to success
• Excellent communication skills, with proficiency in both Japanese and English languages
• Superb attention to detail and time management skills
• Comfortable working in a fast-paced and evolving environment
• Outstanding ethics, integrity and judgment
• Strong Microsoft office skills, including Excel and PowerPoint
• Japan Securities Dealers Association Class 1 Sales Representative
Preferred qualifications, capabilities, and skills
• Knowledge of corporate finance and treasury services products a plus