Paris Private Banker VP - Wealth & Client Impact

Fairygodboss; Paris; Sur place; EUR 120 000 - 180 000; Plein temps

Résumé du poste

J.P. Morgan in Paris seeks an experienced Private Banker to lead new client acquisition and retention, delivering holistic wealth management solutions through investments, banking, trust services and financial planning.

Private Bankers are expected to build trust with ultra/high net worth clients, deliver tailored strategies, asset allocation and portfolio reviews while maintaining risk and regulatory standards.

Qualifications

• Experience in Private Banking with ultra/high net worth clients in Paris and surrounding region(s).
• Business development experience: profiling, negotiation and referrals.
• Dynamic professional with clear communication and strong presentation skills.
• Strong organizational skills and disciplined approach to business.
• Experience/understanding of investments, banking and trust concepts, wealth planning.
• Strong reputation and established network.
• Fluent in 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 across clients' balance sheets, including asset allocation and portfolio construction.
• Ensure solutions meet short/medium/long-term goals with a holistic planning approach.
• Adhere to risk, controls, regulations and security measures.
• Collaborate with team members to maximize team strength and achieve goals.

Connaissances

Private Banking experience

Business development

Presentation skills

Organizational skills

Investments & banking knowledge

Network/relationships

Fluent French

Fluent English

Formation

CFA (preferred)

Description du poste

J.P. Morgan in Paris seeks an experienced Private Banker to lead new client acquisition and retention, delivering holistic wealth management solutions through investments, banking, trust services and financial planning.

Private Bankers are expected to build trust with ultra/high net worth clients, deliver tailored strategies, asset allocation and portfolio reviews while maintaining risk and regulatory standards.