Paris UHNW Private Banker Leader

Next Frontier Capital; Paris; Sur place; EUR 90 000 - 150 000; Plein temps

Résumé du poste

J.P. Morgan in Paris seeks a Private Banker to lead new client acquisition and retention, leveraging expertise in investments, banking, trust services and financial planning to deliver comprehensive wealth management solutions.

The successful candidate will manage client relationships, identify opportunities, and collaborate with internal specialists to ensure a superior client experience and long-term partnership growth in a dynamic, cross-functional environment.

Qualifications

• Experience in Private Banking with UHNW clients in Paris and surrounding regions.
• Business development experience including profiling, negotiation and referrals.
• Dynamic, credible professional with clear communication and strong presentation skills.
• Strong organizational skills and disciplined, structured approach to business.
• Experience or understanding of investments, banking and trust concepts including asset allocation, managed portfolios, brokerage, wealth planning, and related products.
• Established network with a strong reputation.
• Fluency in French and English.

Responsabilités

• Generate business results and acquire new assets across Paris and surrounding areas.
• Advise clients on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise when needed.
• Develop and implement investment plans across client balance sheets with holistic asset allocation and wealth planning.
• Ensure proposed solutions meet client goals over short, medium and long term via goals-based planning.
• Adhere to risk, control policies and regulatory guidelines, maintaining security measures.
• Collaborate with other Client Advisors to maximize team strength and achieve goals.

Connaissances

Private Banking

New client acquisition

Asset allocation

Wealth planning

Fluent English & French

Relationship management

Formation

CFA is a plus

Description du poste

J.P. Morgan in Paris seeks a Private Banker to lead new client acquisition and retention, leveraging expertise in investments, banking, trust services and financial planning to deliver comprehensive wealth management solutions.

The successful candidate will manage client relationships, identify opportunities, and collaborate with internal specialists to ensure a superior client experience and long-term partnership growth in a dynamic, cross-functional environment.