International Private Bank, Senior Associate, Private Banker (m|f|x) Paris

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, high-net-worth individuals, and institutional investors. Our “first-class business, first-class way” approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability, or any other basis protected under applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as for mental health or physical disability needs.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus on, and achieve their goals.

This is an exciting opportunity to join a dynamic, diverse team within J.P. Morgan’s French Private Banking business. We are actively seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience for clients. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will work alongside a team of talented colleagues from other markets, business units, and functions, giving you the opportunity to take your career to the next level.

As a Private Banker at J.P. Morgan in Paris, you will lead new client acquisition and retention by leveraging your broad knowledge of investments, banking, trust services, and financial planning. You will also be responsible for the client experience and for leveraging our resources to deliver a comprehensive wealth management solution.

Our Private Bankers are self-starters with a proven track record of success; they are skilled problem solvers who provide specialized advice to clients. You would manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing tailored advice, developing thoughtful solutions, and delivering an exceptional client experience.

Our culture of performance, transparency, and partnership is driven by objective, transparent goals and active teamwork to foster success.

Tasks

• Generate business results and acquire new assets across Paris and the surrounding areas
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients as needed
• Understand clients’ goals and objectives to develop and implement an investment plan for their overall balance sheet, including holistic asset allocation, investment management, portfolio construction, and tactical asset allocation shifts, as well as wealth planning, credit, and banking needs
• Ensure that proposed solutions meet clients’ needs and objectives in the short, medium, and long term through a holistic, goals-based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines, and security measures
• Collaborate with other Client Advisors on the team to maximize the team’s strengths and achieve team goals

Profile / Your qualification / Your personality

Required Qualifications, Capabilities, and Skills

• Significant experience in private banking working with high-net-worth individuals in Paris and surrounding regions, including family-owned businesses and entrepreneurs, executives, single-family offices, and endowments.
• Previous business development experience with expertise in profiling, negotiation, and proactively seeking referrals
• A dynamic and credible professional who communicates clearly and possesses exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their work
• Experience or demonstrated understanding of investments, banking, and trust concepts, including, but not limited to: asset allocation in structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and the identification of wealth planning opportunities
• Strong reputation with an established network
• Fluent in French and English

Preferred Qualifications, Capabilities, and Skills

• Experience in asset allocation, multi-asset-class portfolios, or sales is preferred
• Chartered Financial Analyst (CFA) certification is a plus
• Ability to thrive in a corporate culture that values innovation, customer service, internal collaboration, and entrepreneurship

Share this offer on LinkedIn →

Location

14 Place Vendôme, FR-75001 Paris