International Private Bank, Senior Associate, Private Banker
On-site · Paris, Île-de-France, France
Job Summary
Private Banker in Paris leads new client acquisition and retention across Paris and surrounding areas, advising on overall balance sheet including asset allocation, investment management, wealth planning, credit and banking needs; collaborates with internal specialists to deliver holistic wealth-management solutions, and ensures client needs and objectives are met short, medium, and long term through disciplined planning and risk control; emphasizes a collaborative, high-performance culture and the ability to engage clients with tailored financial solutions while leveraging internal resources to deliver a complete wealth-management experience.
Required Qualifications
- Significant experience in Private Banking working with high net worth individuals across Paris and surrounding regions, including family-owned businesses, entrepreneurs, executives, single family offices or endowments
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Dynamic and credible professional with clear communication and exceptional presentation skills
- Strong organizational skills with a disciplined and organized approach to business
- Experience or understanding of investments, banking and trust concepts including asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and wealth planning opportunities
- Strong reputation with an established network
- Fluent in French and English
- Asset allocation / multi-asset class portfolio or sales experience is favorable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in a culture valuing innovation, customer service, internal partnership and entrepreneurship
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