Wealth Management, USPB Incident and Client Advisory Group Analyst, Analyst job in Plano
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Our Business |
J.P. Morgan Asset and Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Wealth Management is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.
Within the U.S. Private Bank (USPB), the Incident and Client Advisory Group (ICA) is a specialized advisory unit that is the central point of coordination and governance around escalation for client activities and relationships that pose possible reputational or financial crimes compliance risk. Upholding the integrity of the USPB, we provide high quality advice and assistance enabling the USPB to evaluate clients efficiently and effectively, resulting in the best and most respected set of clients.
As an Analyst, you will report into ICA Case Management within the ICA Group. You will work with a team of professionals to review risky prospects, clients, accounts, and transactions. You must be skilled at identifying significant issues and helping drive resolution through the proper forum, minimizing losses and reputational damage resulting from high risk clients and transactions. Effective communication and documentation is critical to this process. You will also review alerts and escalations received by ICA and work special projects as needed.
Your daily activities will include:
|Position Type:||Full Time|
|Employer:|| J.P. Morgan Chase|
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