Emerging Markets Private Banking: Relationship Partner

Aumni; Greater London; On-site; GBP 75,000 - 120,000; Full time

Job summary

J.P. Morgan in London/Edinburgh seeks a Relationship Partner to support Client Advisors by coordinating service and maintenance for Private Bank clients. You’ll be the main contact for service needs, ensuring seamless communication and high client satisfaction across teams.

You’ll work with Advisors, Operations, and Onboarding to meet documentation needs, manage inquiries, and drive digital adoption while advancing periodic reviews and cross-sell opportunities.

Qualifications

• Bachelor's degree in finance, business administration, law, or a related field; advanced degree or certifications (e.g., CFA, IMC) are a plus.
• English fluency is required. Russian language skills would be a strong advantage given the client coverage across Emerging Markets but are not required for consideration. Additional language skills are also a plus.
• CISI Capital Markets Programme Unit 1 UK Financial Regulations & Unit 2 Securities.
• 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.

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 communication

Written and verbal communication

CRM systems

Microsoft Excel

PowerPoint

Organization

Attention to detail

Problem solving

Teamwork

Client service

Education

Bachelor's degree in finance or related field

CFA

IMC

Tools

CRM software

Job description

J.P. Morgan in London/Edinburgh seeks a Relationship Partner to support Client Advisors by coordinating service and maintenance for Private Bank clients. You’ll be the main contact for service needs, ensuring seamless communication and high client satisfaction across teams.

You’ll work with Advisors, Operations, and Onboarding to meet documentation needs, manage inquiries, and drive digital adoption while advancing periodic reviews and cross-sell opportunities.