International Private Bank, Client Advisor, Vice
il y a 2 semaines
**JOB DESCRIPTION**
This is an exciting opportunity for you to join a dynamic, diverse team within the French domestic market of J.P Morgan’s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
You would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Our Client Advisors are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted 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.
**Responsibilities**:
- Drive business results and acquire new assets, both from new client acquisition and existing client base
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfil 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 measure
- Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
**Required Qualifications, Capabilities and Skills**
- Significant experience in Private Banking working with French high net worth individuals, family owned businesses and entrepreneurs, executives, single family offices and endowments, or related fields within financial services
- Strong reputation with an established network within the French private client sphere
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong reputation with an established network
- Fluent in English and French native. Knowledge of German and/or Italian a plus
**Preferred Qualifications, Capabilities and Skill**
- Asset allocation / multi asset class portfolio or sales experience is favourable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
**ABOUT US**
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices an
-
Private Wealth Advisor
il y a 4 semaines
Paris, France HAYS Temps pleinStructure innovante en plein développement recherche de nouveaux conseillers ! Notre client, structure spécialisée en Wealth Management, recherche un nouveau Private Wealth advisor. Le poste est à pourvoir rapidement. En tant que Private Wealth Advisor, vos principales missions sont: - Définir un plan d'actions de développement commercial annuel, le...
-
Alternative Investments Strategist, Senior Vice President
il y a 2 jours
Paris, France The Bank of New York Mellon Temps pleinAlternative Investments Strategist, Senior Vice President Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration....
-
Associate and Vice President
il y a 7 jours
Paris, France Mainframe Careers Temps pleinAssociate and Vice President - Healthcare Investment Banking Paris - Full time Team Credentials:Pioneer in Healthcare advisory with a 25-year track recordOne of the largest dedicated teams in the industry with 40 Healthcare bankers across 5 locations (London, Paris, New York, Munich, Stockholm and Oslo)Leading European investment bank for support and...
-
Associate and Vice President
il y a 4 semaines
Paris, France Mainframe Temps pleinAssociate and Vice President - Healthcare Investment Banking Paris - Full time Team Credentials: Pioneer in Healthcare advisory with a 25-year track record One of the largest dedicated teams in the industry with 40 Healthcare bankers across 5 locations (London, Paris, New York, Munich, Stockholm and Oslo) Leading European investment bank for support and...
-
Associate and Vice President
il y a 1 mois
Paris, France Bryan, Garnier & Co Temps pleinAssociate and Vice President - Healthcare Investment Banking Paris - Full time Team Credentials: Pioneer in Healthcare advisory with a 25-year track record One of the largest dedicated teams in the industry with 40 Healthcare bankers across 5 locations (London, Paris, New York, Munich, Stockholm and Oslo) Leading European investment bank for...
-
Associate and Vice President
il y a 2 semaines
Paris, France Mainframe Careers Temps pleinAssociate and Vice President - Healthcare Investment Banking Paris - Full time Team Credentials:Pioneer in Healthcare advisory with a 25-year track recordOne of the largest dedicated teams in the industry with 40 Healthcare bankers across 5 locations (London, Paris, New York, Munich, Stockholm and Oslo)Leading European investment bank for support and...
-
Private Bank
il y a 1 mois
Paris, France JPMorgan Chase Bank, N.A. Temps pleinThis is an exciting opportunity for you to join a dynamic, diverse team within the J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...
-
Vice President, Healthcare Investment Banking
il y a 3 semaines
Paris, France Mainframe Temps pleinParis - Full time Position: Vice President Contract: Permanent Location: Paris Compensation: Competitive salary + bonus based on individual contribution and transaction success Our Corporate Finance activities focus mainly on the Healthcare, Business Services and TMT industries. Bryan, Garnier & Co provides clients with advice on capital markets...
-
Senior Client Relations Officer
il y a 2 jours
Paris, France Asian Infrastructure Investment Bank Temps pleinSenior Client Relations Officer The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are capitalized up to USD100 billion and rated...
-
Investment Advisor H/F
il y a 1 mois
Paris, France Michael Page Temps pleinYour missions, will be :Actively market and develop the discretionary portfolio management client base :Work with Investment Advisors and Private Bankers to identify prospective individual and groups of clients for Investment Management service,Identify client needs and objectives and match to service delivery capabilities,Identify new product...
-
Vice President, Client Service II
il y a 2 jours
Paris, France The Bank of New York Mellon Temps pleinVice President, Client Service II Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of...
-
Senior Associate, Vice President and Director, Software
il y a 7 jours
Paris, France Mainframe Careers Temps pleinSenior Associate, Vice President and Director, Software & Fintech Investment Banking Paris - Full time Position: Senior Associate, Vice President and/or DirectorLocation: Paris, France Compensation: Competitive salary + bonusYou will work on broad range of deal types including M&A, LBOs, fundraisings, etc Pan-European clients and transactionsExposure to...
-
Senior Associate, Vice President and Director, Software
il y a 3 semaines
Paris, France Mainframe Temps pleinSenior Associate, Vice President and Director, Software & Fintech Investment Banking Paris - Full time Position: Senior Associate, Vice President and/or Director Location: Paris, France Compensation: Competitive salary + bonus You will work on broad range of deal types including M&A, LBOs, fundraisings, etc Pan-European clients and transactions ...
-
Investment Officer
il y a 2 jours
Paris, France The World Bank Temps pleinInvestment Officer Job #: req27562 Organization: IFC Sector: Investment Grade: GF Term Duration: 3 years 0 months Recruitment Type: International Recruitment Location: Paris,France Required Language(s): English, French Preferred Language(s): Closing Date: 5/31/2024 (MM/DD/YYYY) at 11:59pm UTC Description IFC— a member of the World Bank Group — is...
-
Commercial Bank France
il y a 1 mois
Paris, France JPMorgan Chase Bank, N.A. Temps pleinCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients - including corporations, municipalities, institutions. **Job responsibilities** - Identify, pursue and close sales...
-
Senior Associate, Vice President and Director, Software
il y a 2 semaines
Paris, France Mainframe Careers Temps pleinSenior Associate, Vice President and Director, Software & Fintech Investment Banking Paris - Full time Position: Senior Associate, Vice President and/or DirectorLocation: Paris, France Compensation: Competitive salary + bonusYou will work on broad range of deal types including M&A, LBOs, fundraisings, etc Pan-European clients and transactionsExposure to...
-
Investment Officer
il y a 1 semaine
Paris, France World Bank Group Temps plein**Job #**: - req27562**Organization**: - IFC**Sector**: - Investment**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - International Recruitment**Location**: - Paris,France**Required Language(s)**: - English, French**Preferred Language(s)**: **Closing Date**: - 5/31/2024 (MM/DD/YYYY) at 11:59pm UTC**Description** IFC, a...
-
Banker Associate
il y a 4 semaines
Paris, France JPMorgan Chase & Co Temps plein**JOB DESCRIPTION** Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the...
-
Deutsche Bank Internship Programme
il y a 1 mois
Paris, France Deutsche Bank Temps plein**Country**: - France - ** City**: - Paris - ** Job Description**: - ** The Deutsche Bank Internship Programme**: The Deutsche Bank Internship Programme is designed to help you develop your skills through formal training and continuous support. You’ll quickly gain the confidence to take on real projects by learning first-hand how and what we deliver for...
-
Associate/economist (Climate), Economic Policy
il y a 1 mois
Paris, France World Bank Group Temps plein**Job #**: - req21480**Organization**: - IFC**Sector**: - Economics**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Paris,France**Required Language(s)**: - English**Preferred Language(s)**: - Spanish, French, Portuguese, Arabic, Chinese, Russian**Closing Date**: - 3/24/2023 (MM/DD/YYYY) at...
