Private Bank, Relationship Partner Analyst - Spain (m|f|x) Madrid

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, high-net-worth individuals, and institutional investors. Our “first-class business, first-class way” approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion within our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability, or any other basis protected under applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as for mental health or physical disability needs.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus on, and achieve their goals.

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

As a Relationship Partner, 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 serve as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction. Working collaboratively with client advisors, integrated team members, and operations and technology teams, you will facilitate exceptional service delivery for our clients. Your passion for client service, combined with strong communication and relationship management skills, will drive the success of our client engagements.

Tasks

• 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 that client documentation and service requirements are met, prioritizing client needs and expectations.
• Address and resolve client and advisor inquiries and issues promptly and professionally.
• Execute client transactions related to cash and liquid positions, corporate actions, and inquiries accurately and in a timely manner, adhering to established policies and procedures.
• Monitor and manage clients’ long and short cash 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 escalate cross-sell opportunities to bankers and product partners.
• Drive digital adoption through client education and outreach.
• Lead the completion of the client Periodic Review process.
• Promptly investigate and resolve potential or actual cases of fraud, errors, and losses.
• Support business, team, and Advisor projects, contributing to the overall success of the team.

Profile / Your qualification / Your personality

• Bachelor’s degree in finance, business administration, law, or a related field; advanced degrees 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 excellence in client service.
• 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 both independently and collaboratively within a team, consistently prioritizing the client experience.
• Relevant licenses or certifications as required by location (e.g., Series 7, Series 63).
• Fluency in English and Spanish. Other languages are a plus.

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Location

Paseo de la Castellana 31, ES-28046 Madrid