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.

As an 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. Your passion for client service, coupled with strong communication and relationship management skills, will drive the success of our client engagements.

Coordinate with Advisors, Operations, Middle Office, and Onboarding teams to ensure client documentation and servicing requirements are met, prioritizing client needs and expectations.
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.
Drive digital adoption through client education and outreach.
Support business, team, and Advisor projects, contributing to overall team success.

Bachelor's degree in finance, business administration, law, or a related field; CFA, IMC) are a plus.
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.
Fluency in English and German. Morgan is a general leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. We recognize that our people are

📌 Private Bank, Relationship Partner Analyst (España)
🏢 JPMorgan Chase
📍 España