Paris Private Banker VP – Wealth & Advisory Leader

JPMorganChase; Paris; Sur place; EUR 90 000 - 140 000; Plein temps

Résumé du poste

J.P. Morgan in Paris seeks an experienced Private Banker to lead new client acquisition and retention with broad knowledge of investments, banking, trust services and financial planning. You will manage client experiences and mobilize resources to deliver complete wealth management solutions.

Our Private Bankers are self-starters with a proven track record, delivering tailored advice and holistic asset allocation while maintaining exceptional client relationships and outcomes.

Qualifications

• Experience in Private Banking with ultra/high net worth clients in Paris and surrounding regions.
• Proven business development experience with profiling, negotiation and referrals.
• Excellent communication and presentation skills.
• Strong organizational discipline and structured approach to business.
• Understanding of investments, banking and wealth planning concepts.
• Established network with a strong reputation.
• Fluent French and English.

Responsabilités

• Generate business results and acquire new assets across Paris and surrounding areas.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop investment plans on overall balance sheet, asset allocation, and wealth planning.
• Ensure solutions meet client needs in short, medium and long term through goal-based planning.
• Adhere to risk and control policies, regulatory guidelines and security measures.
• Collaborate with team to maximize strength and achieve goals.

Connaissances

Private Banking

Business development

Presentation skills

Networking

Bilingual FR/EN

Client relationship

Description du poste

J.P. Morgan in Paris seeks an experienced Private Banker to lead new client acquisition and retention with broad knowledge of investments, banking, trust services and financial planning. You will manage client experiences and mobilize resources to deliver complete wealth management solutions.

Our Private Bankers are self-starters with a proven track record, delivering tailored advice and holistic asset allocation while maintaining exceptional client relationships and outcomes.