Private Banking Client Relationship Lead

JP Morgan Chase; Benidorm; On-site; EUR 60,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking a Relationship Partner in Spain to support Client Advisors by coordinating service and maintenance for Private Bank clients.

You will be the primary contact for service needs, ensuring smooth communication and outstanding client satisfaction in a fast-paced, client-centric environment. Collaborating with Advisors, Operations, Middle Office and Onboarding, you will ensure documentation, execute cash and investment requests, monitor balances and identify cross-sell

Qualifications

• Bachelor's degree in finance, business, administration or a related field.
• Advanced degree or certifications (e.g., CFA/IMC) are a plus.
• Strong interpersonal and communication skills with clients.
• Experience in financial services or banking with client service excellence.
• Proficiency in Microsoft Office; CRM familiarity is advantageous.

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 meet client documentation and servicing requirements.
• 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.

Skills

Strong interpersonal & communication

Client relationship management

Fluency in English

Fluency in Spanish

Attention to detail

Team collaboration

Education

Bachelor's degree in finance, business administration, law, or related field

Advanced degree or certifications (e.g., CFA, IMC)

Tools

Microsoft Office Suite

Excel

PowerPoint

CRM systems

Job description

J.P. Morgan is seeking a Relationship Partner in Spain to support Client Advisors by coordinating service and maintenance for Private Bank clients.

You will be the primary contact for service needs, ensuring smooth communication and outstanding client satisfaction in a fast-paced, client-centric environment. Collaborating with Advisors, Operations, Middle Office and Onboarding, you will ensure documentation, execute cash and investment requests, monitor balances and identify cross-sell