Private Banking Relationship Partner

JPMorganChase; Madrid; On-site; EUR 60,000 - 90,000; Full time

Job summary

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 act as the primary contact for service needs, ensuring seamless communication and exceptional client satisfaction. You will collaborate with client advisors, operations and technology teams to deliver superior service, manage documentation, and identify opportunities to enhance client engagements.

Qualifications

• Bachelor's degree in finance, business administration, law, or related field.
• Strong interpersonal and communication skills, written and oral.
• Experience in financial services or banking with client service excellence.
• Proficiency in MS Office; familiarity with CRM systems is advantageous.
• Highly organized with attention to detail and accuracy.
• Excellent judgment and problem-solving skills; able to navigate complex client situations.
• Ability to work independently and with a team while prioritizing client experience.
• Licensing or certifications as required by location (e.g., Series 7, Series 63).
• Fluency in English and Spanish; other languages a plus.

Responsibilities

• Oversee and coordinate all client servicing and account maintenance activities.
• 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 relating to cash, actions, and inquiries accurately.
• Monitor client cash balances and liaise with clients to maintain positions.
• Facilitate investments in liquidity funds and FX for clients within limits.
• Identify cross-sell opportunities with 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.
• Support business, team, and Advisor projects.

Skills

Interpersonal skills

Communication

Organization

Problem solving

Teamwork

Education

Bachelor's degree in finance/related field

Tools

CRM systems

Microsoft Office

Job description

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 act as the primary contact for service needs, ensuring seamless communication and exceptional client satisfaction. You will collaborate with client advisors, operations and technology teams to deliver superior service, manage documentation, and identify opportunities to enhance client engagements.