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JPMorganChase
Milan, Italy
(on-site)
Posted
8 days ago
JPMorganChase
Milan, Italy
(on-site)
Job Type
Full-Time
Job Function
Banking
New Client Onboarding Advisor - Associate
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
New Client Onboarding Advisor - Associate
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Job Responsibilities- Deliver a seamless onboarding experience for clients and bankers by owning the end-to-end account opening journey from first request through to readiness to trade.
- Guide clients through documentation, advising internal and external stakeholders on what's needed and reviewing legal, tax and account-opening documents to meet regulatory and internal requirements.
- Ensure AML/KYC requirements are completed accurately and on time by capturing due diligence in relevant systems, maintaining accurate client profiles, and driving completion at the start of the relationship.
- Apply strong judgement on risk by assessing complex client structures, flagging issues early, and escalating to Compliance where required.
- Act as the onboarding SME, translating requirements into practical next steps for client-facing teams and staying current on regulatory and policy changes.
Required Qualifications, Capabilities and Skills
- Fluent in English and Italian (written and spoken).
- AML/KYC experience, or a 2:1 degree (or above) in any discipline - we value intellectual curiosity over a specific subject.
- Clear, confident communicator with strong attention to detail; able to advise and influence clients, bankers and internal partners.
- Highly organised and analytical, able to prioritise effectively and apply a structured approach to problem-solving and decision-making.
- Strong risk and controls mindset, able to spot issues early, think laterally and articulate the wider context and impact.
- Client-focused and delivery-driven, comfortable working at pace, managing multiple onboarding requests and maintaining momentum through to completion.
- Collaborative and consultative, able to navigate a complex organisation, understand stakeholder needs and proactively drive solutions.
- Additional languages (advantageous): French, German, Russian, Spanish, Arabic, Greek or a Nordic language.
Why Join Us
- Global exposure
- Accelerated learning
- Meaningful work from day one
- Culture of excellence: a collaborative, intellectually rigorous environment that rewards initiative and curiosity
About Us
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 ID: 83441364
Please refer to the company's website or job descriptions to learn more about them.
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