Senior Private Banker – Wealth Growth & Advisory

JPMorganChase; Paris; Sur place; EUR 80 000 - 120 000; Plein temps

Résumé du poste

A leading financial services firm in Paris is seeking a Private Banker to lead client acquisition and retention through expertise in banking, investments, and wealth management. Candidates should have significant experience in private banking, strong organizational and presentation skills, and fluency in both French and English. The role involves advising clients on their financial goals, developing advice and solutions tailored to client needs, and collaborating with specialists to enhance client experience. A dynamic environment welcomes those who thrive on innovation and service excellence.

Qualifications

• Significant experience with high net worth individuals.
• Strong negotiation and referral skills.
• Dynamic professional with clarity in communication.
• Experience in investments, banking, and trust concepts.

Responsabilités

• Generate business results in Paris.
• Advise clients on balance sheets and investment management.
• Partner with specialists for client solutions.
• Understand client goals and implement investment plans.

Connaissances

Private Banking experience

Business development

Fluent in French and English

Presentation skills

Organizational skills

Formation

Chartered Financial Analyst (CFA)

Description du poste

A leading financial services firm in Paris is seeking a Private Banker to lead client acquisition and retention through expertise in banking, investments, and wealth management. Candidates should have significant experience in private banking, strong organizational and presentation skills, and fluency in both French and English. The role involves advising clients on their financial goals, developing advice and solutions tailored to client needs, and collaborating with specialists to enhance client experience. A dynamic environment welcomes those who thrive on innovation and service excellence.