Private Banking Relationship Partner

Aumni; Madrid; On-site; EUR 70,000 - 110,000; Full time

Job summary

J.P. Morgan is seeking a Relationship Partner to support Client Advisors in a Private Bank setting. You will manage service and maintenance activities for Private Bank clients, serving as the primary contact for service needs and ensuring exceptional client satisfaction.

You will collaborate with client advisors, operations, and technology teams to deliver superior service and drive client engagement. Your role focuses on coordinating servicing, managing inquiries, executing cash and liquidity

Qualifications

• Bachelor's degree in finance, business administration, law, or a related field; advanced degree/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 financial services or banking, 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, prioritizing the client experience.
• Relevant licensing or certifications required by location (e.g., Series 7, Series 63).
• Fluency in English and Spanish; other languages are a plus

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 elevate 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

Interpersonal skills

Communication

CRM familiarity

PowerPoint

Excel

English & Spanish

Team collaboration

Education

Bachelor's degree in finance, business administration, law

Tools

CRM systems

Job description

J.P. Morgan is seeking a Relationship Partner to support Client Advisors in a Private Bank setting. You will manage service and maintenance activities for Private Bank clients, serving as the primary contact for service needs and ensuring exceptional client satisfaction.

You will collaborate with client advisors, operations, and technology teams to deliver superior service and drive client engagement. Your role focuses on coordinating servicing, managing inquiries, executing cash and liquidity