Senior Private Banker — Wealth Strategy & Growth (Paris)

JPMorgan Chase & Co.; Paris; Sur place; EUR 120 000 - 180 000; Plein temps

Résumé du poste

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

You will be responsible for the client experience and engage resources to deliver a complete wealth management solution. Our Private Bankers are self-starters with a proven track record, they build trust, understand client needs, provide targeted advice, develop thoughtful solutions and deliver an exceptional client

Qualifications

• Significant experience in Private Banking with HNWI in Paris and surrounding regions.
• Previous business development experience with profiling, negotiation and referrals.
• Dynamic and credible professional with clear communication and presentation skills.
• Strong organizational skills and disciplined approach to business.
• Experience or understanding of investments, banking and trust concepts including asset allocation and wealth planning.
• Strong reputation with an established network.

Responsabilités

• Generate business results and acquire new assets across Paris and surrounding areas.
• Advise clients on overall balance sheet including asset allocation and investment management.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Understand client goals and develop investment plans across their balance sheet.
• Ensure proposed solutions meet clients' needs through holistic, goals-based planning.

Connaissances

Private Banking

Business development

Client relationship management

Fluent English

Fluent French

Risk awareness

Formation

Master's degree in Finance

CFA (preferred)

Outils

Investment platforms

Description du poste

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

You will be responsible for the client experience and engage resources to deliver a complete wealth management solution. Our Private Bankers are self-starters with a proven track record, they build trust, understand client needs, provide targeted advice, develop thoughtful solutions and deliver an exceptional client