Private Bank, Relationship Partner Analyst - Spain

JPMorganChase; Madrid; Presencial; EUR 60.000 - 100.000; Jornada completa

Descripción de la vacante

J.P. Morgan in Madrid seeks a Relationship Partner to support Client Advisors by coordinating service and maintenance activities for Private Bank clients. You will be the primary contact for service needs, ensuring seamless communication and exceptional client satisfaction.

Collaborate with advisors, operations and technology to deliver top-tier client experiences. Ideal candidates bring a finance/business background, strong communication, and experience in financial services.

Formación

• Bachelor's degree in finance, business administration, law, or related field; CFA/IMC a plus.
• Strong interpersonal and communication skills with clients.
• Experience in financial services or banking with client service excellence.
• PowerPoint and Excel proficiency; CRM systems advantageous.
• Highly organized and detail-oriented with accuracy.
• Excellent judgment and problem-solving abilities in client situations.
• Ability to work independently and with teams to prioritize client experience.
• Licensing or certifications as location requires (e.g., Series 7, Series 63).
• Fluency in English and Spanish; additional languages a plus.

Responsabilidades

• Oversee and coordinate all client servicing and account maintenance activities, ensuring high-quality client service.
• Coordinate with Advisors, Operations, Middle Office and Onboarding to meet documentation and servicing needs.
• Address and resolve Client and Advisor inquiries promptly and professionally.
• Execute client transactions relating to cash/liquid positions, corporate actions and inquiries.
• Monitor and manage client cash balances and account positions.
• Facilitate investments in liquidity funds and FX within set limits.
• Identify 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 fraud, errors, and losses promptly.
• Support business, team, and Advisor projects to drive team success.

Conocimientos

Relationship management

Client servicing

Financial markets knowledge

CRM familiarity

MS Office (PowerPoint & Excel)

Bilingual English & Spanish

Educación

Bachelor's degree in finance/business

Advanced degree or certifications (CFA/IMC) a plus

Herramientas

CRM systems

Descripción del empleo

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.

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 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.