Relationship Partner Manager (London/ Edinburgh)

JP Morgan Chase; Easter Howgate; On-site; GBP 55,000 - 90,000; Full time

Job summary

JP Morgan Chase in the United Kingdom is seeking a Relationship Partner Manager to support Client Advisors by coordinating all service and maintenance activities for Private Bank Clients.

You will be the primary contact for service needs, ensuring seamless communication and exceptional client satisfaction, working with colleagues across the Front Office and other business functions to deliver outstanding service.

Qualifications

• Bachelor’s degree in finance, business administration, law, or related field required or advantageous.
• CISI Capital Markets knowledge is highly desired and UK certifications are a plus.
• Fluent English; additional languages (e.g., Russian) are a bonus for EM coverage.

Responsibilities

• Coordinate client servicing and account maintenance to uphold high service standards.
• Serve as primary contact for client and advisor inquiries and issues.
• Process client transactions and monitor cash balances and liquidity management.
• Support periodic reviews and identify opportunities for cross-sell with bankers and product partners.

Skills

Client relationship management

Interpersonal communication

Organization & prioritization

Problem solving

Independent and collaborative work

Education

Bachelor's degree in finance, business administration, law or related field

CFA / IMC (preferred)

Tools

CRM systems

Microsoft PowerPoint

Microsoft Excel

Job description

Intro:

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to our clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from across the Front Office and other businesses functions, providing you with the opportunity to take your career to the next level.

Job Summary

As a Relationship Partner Manager, you will play a crucial role in supporting our Client Advisors by managing and coordinating all service and maintenance related activities for our Private Bank Clients. You will act as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction. Working collaboratively with client advisors, integrated team members, operations and technology teams, you will facilitate exceptional service delivery for our clients. Your passion for client service, coupled with strong communication and relationship management skills, will drive the success of our client engagements.

Job 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 escalated 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.

Required Qualifications, Capabilities and Skills:

• 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 highly desired. If not currently held it will need to be obtained quickly once in the role.
• 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.