Senior Private Banker – Paris Wealth Management

Next Frontier Capital; Paris; Sur place; EUR 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan in Paris is seeking a Private Banker to lead new client acquisition and retention, leveraging expertise in investments, banking, trust services and financial planning.

You will own the client experience and coordinate resources to deliver comprehensive wealth management solutions. Successful candidates are self-starters with a proven track record, capable of building trusted relationships, understanding complex client needs, and delivering tailored advice and exceptional service

Qualifications

• Significant experience in Private Banking with high net worth clients in Paris and surrounding region.
• Business development experience including profiling, negotiation and referrals.
• Dynamic, credible professional with clear communication and strong presentation skills.
• Excellent organizational skills and disciplined approach to business.
• Experience with investments, banking and trust concepts including asset allocation and portfolios.
• 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 when needed.
• Understand client goals to develop investment plans and holistic asset allocation.
• Ensure proposed solutions meet client needs in short, medium and long term through goals-based planning.

Connaissances

High net worth client relationships

Business development

Leadership & presentation

Organizational discipline

Client advisory & wealth planning

Languages: French & English

Formation

Bachelor's degree in Finance/related field

CFA designation (preferred)

Description du poste

J.P. Morgan in Paris is seeking a Private Banker to lead new client acquisition and retention, leveraging expertise in investments, banking, trust services and financial planning.

You will own the client experience and coordinate resources to deliver comprehensive wealth management solutions. Successful candidates are self-starters with a proven track record, capable of building trusted relationships, understanding complex client needs, and delivering tailored advice and exceptional service