International Private Bank, Executive Director, Private Banker

JPMorgan Chase & Co.; Paris; Sur place; EUR 80 000 - 120 000; Plein temps

Résumé du poste

A leading global financial services firm in Paris is seeking an experienced Private Banker to manage client relationships and provide tailored wealth management solutions. The ideal candidate will have significant experience in Private Banking, especially with high net worth individuals, and possess strong negotiation and presentation skills. Proficiency in both French and English is required, along with a track record of business development. This role offers a dynamic work environment supporting career growth.

Qualifications

• Significant experience in Private Banking with high net worth clients.
• Business development experience and proactive referral skills.
• Fluent in French and English.

Responsabilités

• Generate new business and acquire assets in Paris.
• Advise clients on investment and banking needs.
• Partner with internal specialists for comprehensive solutions.

Connaissances

Client relationship management

Business development

Investment knowledge

Presentation skills

Negotiation skills

Description du poste

Job Summary

This is an exciting opportunity to join a dynamic, diverse team within Morgan’s French Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Summary

As a Private Banker working for . Morgan in Paris, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

Our Private Banker are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.

Job Responsibilities

• Generate business results and acquire new assets across Paris and surrounding areas
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measure
• Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal

Required Qualifications, Capabilities, and Skills

• Significant experience in Private Banking working with high net worth individuals across Paris and surrounding regions, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments.
• Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent French and English

Preferred Qualifications, Capabilities, and Skills

• Asset allocation / multi asset class portfolio or sales experience is favorable
• Chartered Financial Analyst (CFA) is a plus
• Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship