Paris Private Banker: Wealth Strategy & Client Growth

Testing Site - JPMC; Paris; On-site; EUR 110,000 - 190,000; Full time

Job summary

J.P. Morgan in Paris seeks a Private Banker to lead new client acquisition and client retention with a broad knowledge of investments, banking, trust services and financial planning. You will own the client experience and coordinate resources to deliver comprehensive wealth management solutions.

The role requires a track record of success, strong problem-solving, and the ability to build trusted relationships with high net worth clients; fluency in French and English is essential.

Qualifications

• Significant Private Banking experience with high net worth clients in Paris and surrounding regions.
• Proven business development, profiling, negotiation and referral skills.
• Dynamic, credible professional with clear communication and strong presentations.
• Excellent organizational discipline with focus on client needs and planning.
• Understanding of investments, banking and trust concepts including asset allocation and wealth planning.
• Strong network and reputation in the market.
• Fluent in French and English.

Responsibilities

• Generate business results and acquire new assets across Paris and surrounding areas.
• Advise clients on balance sheets, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop and implement investment plans across client balance sheets and portfolios.
• Deliver holistic goals-based planning and exceptional client experience.
• Adhere to risk, control policies, and regulatory guidelines.
• Collaborate with team to maximize strength and achieve goals.

Skills

Private Banking

Business development

Negotiation

Presentation skills

Organizational skills

Investments knowledge

Networking

Bilingual French/English

Education

CFA (preferred)

Job description

J.P. Morgan in Paris seeks a Private Banker to lead new client acquisition and client retention with a broad knowledge of investments, banking, trust services and financial planning. You will own the client experience and coordinate resources to deliver comprehensive wealth management solutions.

The role requires a track record of success, strong problem-solving, and the ability to build trusted relationships with high net worth clients; fluency in French and English is essential.