Private Banking Relationship Partner

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

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.