Private Banking Relationship Partner

JPMorgan Chase; Paris; Sur place; EUR 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan is seeking an Relationship Partner to support Client Advisors by coordinating service and maintenance activities for Private Bank Clients. You will be the primary contact for service needs, ensuring seamless communication and exceptional client satisfaction across teams.

You will work with Advisors, Operations, and Onboarding to meet client requirements, manage transactions, and drive digital adoption while maintaining rigorous standards and compliance.

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 financial services or banking with a track record of client service excellence.

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 meet documentation and servicing requirements.
• Address and resolve Client and Advisor inquiries promptly and professionally.
• Execute client transactions relating to cash / liquid positions, corporate actions and inquiries accurately.
• Monitor and manage client cash long and short balances, liaising with clients as necessary.
• Facilitate investments in liquidity funds and FX 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.

Connaissances

Client relationship management

Communication

Team collaboration

Problem solving

Formation

Bachelor's degree in finance or related field

CFA/IMC or advanced degree

Outils

PowerPoint

Excel

CRM systems

Description du poste

J.P. Morgan is seeking an Relationship Partner to support Client Advisors by coordinating service and maintenance activities for Private Bank Clients. You will be the primary contact for service needs, ensuring seamless communication and exceptional client satisfaction across teams.

You will work with Advisors, Operations, and Onboarding to meet client requirements, manage transactions, and drive digital adoption while maintaining rigorous standards and compliance.