Private Banking Client Relations Leader

JPMorgan Chase & Co.; Madrid; On-site; EUR 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Partner to support Client Advisors in our Private Bank.

You will manage service and maintenance activities, ensuring exceptional client satisfaction while coordinating with advisors, operations, and technology teams to deliver seamless service. The role emphasizes client-centric service, strong communication, and relationship management skills, with opportunities to contribute to product and digital initiatives within a leading global financial

Qualifications

• Bachelor's degree in finance, business administration or related field (CFA/IMC a plus).
• Strong interpersonal and communication skills for client engagement.
• Experience in financial services or banking with client service excellence.
• Proficiency in MS Office; CRM familiarity advantageous.
• Highly organized with attention to detail and accuracy.
• Ability to work independently and in teams while prioritizing client experience.

Responsibilities

• Oversee and coordinate all client servicing and account maintenance activities to ensure high service standards.
• Coordinate with Advisors, Operations, Middle Office, and Onboarding teams to meet servicing requirements.
• Address and resolve client and advisor inquiries promptly and professionally.
• Execute client transactions related to cash/liquid positions and corporate actions accurately.
• Monitor client cash balances and liaise with clients to maintain positions.
• Facilitate investments in liquidity funds and FX within set limits.
• Identify cross-sell opportunities with bankers and product partners.
• Drive digital adoption through client education and outreach.

Skills

Client relationship management

Communication skills

Organizational skills

Microsoft Excel

PowerPoint

CRM familiarity

Independent work

Education

Bachelor's degree in finance or related field

Tools

CRM systems

Microsoft Excel

PowerPoint

Job description

JPMorgan Chase & Co. is seeking a Relationship Partner to support Client Advisors in our Private Bank.

You will manage service and maintenance activities, ensuring exceptional client satisfaction while coordinating with advisors, operations, and technology teams to deliver seamless service. The role emphasizes client-centric service, strong communication, and relationship management skills, with opportunities to contribute to product and digital initiatives within a leading global financial