Special Advisory Services - Client Liaison - Vice President

JPMorgan Chase JPMorgan Chase · Banking · New York, NY +1 · Commercial & Investment Bank

This role is a client-facing liaison within a financial services firm, focused on managing relationships and delivering strategic advice on various topics, including AI, cybersecurity, digital assets, and more. The role requires strong client management, communication, and project management skills, collaborating with internal teams to provide tailored solutions and thought leadership to top-tier clients.

What you'd actually do

  1. Manage a portfolio of top-tier and growth clients, serving as their primary point of contact.
  2. Develop and execute outreach strategies, including responses to reverse inquiries.
  3. Support the creation of agendas for key client meetings and roadshows.
  4. Track client pipeline, maintain sector/regional themes, and report on engagement outcomes.
  5. Collaborate with bankers and product partners to deliver tailored advisory solutions.

Skills

Required

  • client relationship management
  • investment banking
  • consulting
  • communication skills
  • organizational skills
  • project management skills

Nice to have

  • artificial intelligence
  • cybersecurity
  • digital assets
  • geopolitics
  • healthcare
  • sustainability