International Private Bank, Managing Director, Private Banker

JPMorganChase; Paris; Sur place; EUR 80 000 - 110 000; Plein temps

Résumé du poste

A leading financial institution in Paris is seeking an experienced Private Banker to manage client relationships and drive new client acquisition. The ideal candidate will have a strong background in Private Banking, exceptional communication skills, and the ability to provide wealth management solutions. This full-time position offers the opportunity to work within a collaborative and dynamic team environment.

Qualifications

• Significant experience in Private Banking with high net worth individuals.
• Strong negotiation skills and ability to ask for referrals.
• Dynamic, credible professional with exceptional presentation skills.

Responsabilités

• Generate business results and acquire new assets across Paris.
• Advise clients on overall balance sheet management.
• Partner with internal specialists for interdisciplinary expertise.

Connaissances

Private Banking experience

Business development

Fluent in French and English

Client relationship management

Organizational skills

Clear communication

Description du poste

Overview

This is an exciting opportunity to join a dynamic diverse team within J.P Morgans 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 J.P. 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 J.P. 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 clients 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

Employment Type : Full-Time

Experience : years

Vacancy : 1