Paris Private Banker VP - Wealth & Portfolio Strategy

JPMorgan Chase & Co.; Paris; On-site; EUR 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Paris is seeking a Private Banker to lead new client acquisition and retention across the Paris region.

You will apply deep knowledge of investments, banking, trust services, and financial planning to deliver comprehensive wealth management solutions and an exceptional client experience. Successful candidates will be self-starters with a record of success, strong problem-solving skills, and the ability to coordinate with internal specialists to meet clients’ evolving

Qualifications

• Experience with UHNW clients in Paris and surrounding regions.
• Business development experience with profiling, negotiation and referrals.
• Dynamic and credible professional with clear communication and presentation skills.
• Strong organizational skills and a disciplined approach.
• Experience or understanding of investments, banking and trust concepts.
• Strong network in the target client base.
• Fluent in French and English.

Responsibilities

• Generate business results and acquire new assets across Paris and surrounding areas.
• Advise clients on balance sheets including asset allocation, investment management, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Develop and implement holistic investment plans aligning with clients' goals.
• Ensure solutions meet short-, medium-, and long-term objectives within risk policies.

Skills

Private Banking

UHNW Clients

Business Development

Profiling

Negotiation

Presentation Skills

Organizational Skills

Investments

Networking

Fluent French

Fluent English

Job description

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

• Experience in Private Banking working with ultra / high net worth individuals across Paris and surrounding regions, whether that befamily 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