Private banker

Job Description

On behalf of one of its clients, a banking company, the French Chamber of Commerce is looking for a Private Banker .

As a Private Banker, you will be responsible for advising ultra-high net worth individuals or families on building, preservation, and management of their wealth. Utilizing your expertise in investments, financial planning, credit, and banking, you will provide comprehensive advice to current clients while also driving new clients acquisition.

In this role, you will have the opportunity to support the below tasks, but not limited to :

• Identify, originate, develop and maintain client relationships, especially with sizeable accounts with high visibility or complex needs.
• Drive both client retention and client acquisition through hybrid portfolio with 50% focus on growing existing client relationships and 50% on acquiring new clients
• Maintain relationships with clients by earning trust, thoroughly understanding client needs, providing tailored financial advice, developing thoughtful solutions and delivering an exceptional client experience.
• Maintain communication with clients to assess needs and risk profiles.
• Prospect potential clients and promote the bank’s products and services through active business development.
• Prepare client account documentation, transaction documentation, general instructions and credit proposals.
• Ensure compliance with the Bank’s policies as well as regulatory and legal requirements.
• Assume any other tasks as assigned.

Requirements