Job ref no.: CT3128817-01#4490

International Private Bank, Client Onboarding - Process Transformation Manager, Vice President

JPMorgan Chase Bank, N.A.

Our Team & the Role

In a market-leading function, the ASIA Client Onboarding Team manages the regulatory risks involved in onboarding clients with special attention to meeting the regulatory Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. The teams also manage all KYC processes throughout the client lifecycle.

As the Process Transformation Manager, the role will focus on supporting implementation of new business booking platform and operating model in ASIA Private Banking Client Onboarding Teams. The role will require interacting with a wide range of Front Office employees (Bankers, Analysts and Client Service Specialists) as well as the Legal, Global Financial Crimes Compliance and Risk management functions along with the Operations teams and Technology teams.

This role partners with Client Onboarding Teams, Technology and Business leadership to deliver on the organization's capabilities to design and implement process/systems for new product offering for clients

This is a great opportunity for the right individual to work in a fast-paced dynamic team and to help identify and establish best practices within JP Morgan and the industry.


Lead and Drive Booking Platform implementation project: As an experienced Project Manager and Business Analyst, your will lead deep dive analysis on new booking platform implementation and work with Business and Technology partners to define and implement target operating model,

Key responsibilities include:

  • Lead and drive deep dive analysis on new booking platform and target operating model implementation for New Client Onboarding and Maintenance process
  • Actively participate and provide hands-on support during target operating model design reviews to help capture and document problems, major issues and actionable opportunities
  • Manage and track deliverables, and provide status reports as required by management
  • Develop deep trust-based relationships with stakeholders, and colleagues
  • Partner with Operations teams to track and monitor deliverables as they implement recommendations
  • Build relationships with all stakeholders, demonstrate the ability to identify, partner, and navigate with players and key SMEs and functions in JPMorgan
  • Proactively identify potential roadblocks / obstacles and escalate issues as needed
  • Identify and raise potential roadblocks / obstacles and escalate issues to the team
  • Interact with other high-performing teams within JPM to inspire innovation and champion change throughout the bank
  • Continually look for opportunities to support the team's service offering with a focus on repeatable, scalable, exportable practices and tools


  • Minimum of 6+ years of combined experience across process, technology and automation in the banking sector
  • Minimum of 2+ years of experience working across target operating model design / large scale technology and product implementation projects in operations with focus on process and customer experience
  • Hands on experience in Project Management, Data Analytics, Process Mapping and Modelling tools
  • Strong analytical and project management skills
  • Flexible and able to work in a fast-paced environment to effectively meet deadlines
  • Affable, with a high tolerance for ambiguity
  • Ability to deal with highly confidential information in a professional manner
  • Strong interpersonal skills with the ability to work in a team environment, with people at all levels across all functions including ability to engage with senior management
  • Highly disciplined individual, self-motivated, fast learner, performs well under pressure in dynamic environment
  • Hands on experience in drafting user stories and requirements for technology build
  • Proven record of using process mapping and design techniques to define target operating model
  • Excellent communicator who can message complex information into a simple pitch, in both physical and virtual meetings. Strong (powerpoint) presentation skillset required to prepare program deck materials
  • Strong proficiency with MS Excel, Word, PowerPoint, Jira & Confluence
  • Ability to hold and independently drive stakeholder and working group conversations on project
  • Understanding of China/Hong Kong Wealth Management Client Onboarding Process is a plus
  • Bilingual ability in Mandarin/English a plus as the role will cover the North Asia markets and involve frequent interactions in Mandarin with senior business stakeholders
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Interested parties please click Apply Now to apply job.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3128817-01#4490
Job Function
Employment Term
  • Permanent
  • Full-time
  • 6 years - 11 years
Career Level
  • Middle management level
  • Degree