Private Bank, Relationship Partner Analyst - Spain

JPMorgan Chase & Co.; Madrid; Presencial; EUR 60.000 - 90.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Madrid, Spain, seeks an experienced Private Bank Relationship Partner Analyst to support Client Advisors, coordinating all service and maintenance activities for Private Bank clients.

You will work cross-functionally with Advisors, Operations, and technology teams to ensure seamless service delivery and exceptional client experience. The role requires strong communication, relationship management, and financial services experience, with fluency in English and Spanish.

Formación

• Bachelor’s degree in finance, business administration, law or related field.
• Advanced degree or certifications (e.g., CFA, IMC) are a plus.
• Strong interpersonal and communication skills, with client engagement ability.

Responsabilidades

• Coordinate service and maintenance activities for Private Bank clients.
• Serve as primary contact for service needs and client satisfaction.
• Collaborate with Advisors, Operations, Middle Office and Onboarding teams to meet documentation and servicing requirements.
• Assist with client transactions, cash positions, corporate actions and inquiries.
• Monitor client cash balances and liaise with clients as needed.
• Support digital adoption and client education initiatives.
• Lead Periodic Review process and escalate potential fraud or losses.
• Contribute to team projects and client engagements.

Conocimientos

Bachelor degree

Interpersonal skills

Experience in financial services

MS Office

Organization

Judgment

Independent work

Licensing (Series 7/63)

English & Spanish fluency

Educación

Bachelor's degree in finance/business/law

Advanced degree or certifications (CFA/IMC)

Herramientas

CRM systems

Microsoft Excel

PowerPoint

Descripción del empleo

Private Bank, Relationship Partner Analyst - Spain

Madrid, Spain

Job Information

• Job Identification 210788915
• Job Category Client Advisory
• Business Unit Asset & Wealth Management
• Posting Date 09/08/2026, 07:07 PM
• Job Schedule Full time

Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to our clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from across the Front Office and other businesses functions, providing you with the opportunity to take your career to the next level.

Job Summary

As an Relationship Partner, you will play a crucial role in supporting our Client Advisors by managing and coordinating all service and maintenance related activities for our Private Bank Clients. You will act as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction. Working collaboratively with client advisors, integrated team members, operations and technology teams, you will facilitate exceptional service delivery for our clients. Your passion for client service, coupled with strong communication and relationship management skills, will drive the success of our client engagements.

Job Responsibilities:

• Oversee and coordinate all client servicing and account maintenance activities, ensuring a high standard of client service excellence.
• Coordinate with Advisors, Operations, Middle Office, and Onboarding teams to ensure client documentation and servicing requirements are met, prioritizing client needs and expectations.
• Address and resolve Client and Advisor inquiries and issues promptly and professionally.
• Execute client transactions relating to cash / liquid positions, corporate actions and inquiries accurately and timely, adhering to established policies and procedures.
• Monitor and manage client cash long and short balances, liaising with clients as necessary to maintain account positions.
• Facilitate investments in liquidity funds and foreign exchange (cash management) for clients within set limits.
• Identify and escalation cross-sell opportunities to bankers and product partners.
• Drive digital adoption through client education and outreach.
• Lead completion of the client Periodic Review process.
• Investigate and resolve potential or actual fraud situations, errors, and losses promptly.
• Support business, team, and Advisor projects, contributing to overall team success.

Required Qualifications, Capabilities and Skills:

• Bachelor's degree in finance, business administration, law, or a related field; advanced degree or certifications (e.g., CFA, IMC) are a plus.
• Strong interpersonal and communication skills, both written and oral, with a demonstrated ability to engage effectively with clients.
• Experience in a similar role within the financial services or banking industry, with a proven track record of client service excellence.
• Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel; familiarity with CRM systems is advantageous.
• Highly organized and detail-oriented, with a strong commitment to accuracy and quality in all tasks.
• Excellent judgment and problem-solving skills, with the ability to navigate complex client situations.
• Demonstrated ability to work independently and collaboratively within a team, consistently prioritizing the client experience.
• Relevant licensing or certifications as required by location (e.g., Series 7, Series 63).
• Fluency in English and Spanish. Other languages are a plus.

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 ourFAQs 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.