Strategic Private Banking Leader - Holistic Wealth & Growth

JPMorgan Chase & Co.; Paris; On-site; EUR 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Paris is seeking a Private Banker to lead new client acquisition and retention, leveraging deep knowledge of investments, banking, trust services and financial planning to deliver comprehensive wealth management solutions.

Successful candidates will be self-starters with a proven track record of success, strong problem-solving skills, and the ability to engage clients with tailored, holistic strategies while collaborating with internal specialists to deliver a superior

Qualifications

• Significant experience in Private Banking serving high net worth individuals in Paris and surrounding regions.
• Experience in profiling, negotiation and requesting referrals.

Responsibilities

• 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 to clients when needed.
• Develop and implement investment plans for clients’ balance sheets, including asset allocation and wealth planning.
• Ensure solutions meet client needs across short, medium and long term with holistic planning.
• Adhere to risk and control policies, regulatory guidelines and security measures.
• Collaborate with other Client Advisors to maximize team strength and achieve goals.

Skills

Private Banking

Business development

Client relationship management

French fluency

English fluency

Job description

JPMorgan Chase & Co. in Paris is seeking a Private Banker to lead new client acquisition and retention, leveraging deep knowledge of investments, banking, trust services and financial planning to deliver comprehensive wealth management solutions.

Successful candidates will be self-starters with a proven track record of success, strong problem-solving skills, and the ability to engage clients with tailored, holistic strategies while collaborating with internal specialists to deliver a superior