Private Banking Client Relationship Lead

Fairygodboss; Paris; Sur place; EUR 90 000 - 150 000; Plein temps

Résumé du poste

J.P. Morgan is seeking a Relationship Partner in Paris to support our Private Bank clients by coordinating service and maintenance activities and acting as the primary contact for client needs.

You will collaborate with client advisors, operations, and technology teams to ensure seamless service delivery, timely responses, and exceptional client satisfaction, while identifying cross-sell opportunities and driving digital adoption.

Qualifications

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

Responsabilités

• 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.

Description du poste

J.P. Morgan is seeking a Relationship Partner in Paris to support our Private Bank clients by coordinating service and maintenance activities and acting as the primary contact for client needs.

You will collaborate with client advisors, operations, and technology teams to ensure seamless service delivery, timely responses, and exceptional client satisfaction, while identifying cross-sell opportunities and driving digital adoption.