BANQUE PALATINE

About the Company

La Banque Palatine est la banque des ETI, de leurs dirigeants et banque privée (Groupe BPCE). Existant depuis plus de 240 ans, la Banque Palatine a su fortement s’inscrire dans l’art de l’accompagnement financier, qu’elle illustre par sa signature : “l’art d’être banquier”. Proximité, écoute, modernité, technologie et exigence sont les valeurs fondatrices de l’entreprise et de la relation qu’elle entretient avec ses clients, comme avec ses collaborateurs. Repartis au siège et dans 27 agences à travers la France, près de 1 100 collaborateurs de la Banque Palatine sont la première de ses richesses. Ils construisent avec leurs savoir-faire, leurs engagements et leurs capacités d’adaptation aux nouveaux enjeux, la réussite de cette structure à taille humaine. La politique ressources humaines de la Banque Palatine se décline à travers deux axes principaux : - la création de conditions favorables à la progression des carrières - l’ouverture à un environnement de travail épanouissant, propice au développement de la performance individuelle et collective

Listed Jobs

Company Name

BANQUE PALATINE

Job Title

CDD - Banquier.ère privé.e - Paris Auteuil

Job Description

**Job Title** Private Banking Officer (Fixed‑Term Contract) **Role Summary** Deliver exceptional relationship management and commercial performance for the Private Banking portfolio, while ensuring robust risk oversight and cross‑functional collaboration within the banking group. **Expectations** - Meet or exceed sales and coverage targets for the Private Banking segment. - Maintain a high‑quality, updated client database and ensure rigorous risk compliance. - Provide bespoke financial solutions to high net‑worth business leaders. **Key Responsibilities** - Manage and grow the Private Banking client portfolio, achieving portfolio coverage benchmarks and enriching client data in the CRM system. - Conduct regular commercial meetings with existing clients, proactively identify cross‑selling opportunities. - Drive targeted prospecting initiatives to attract new high‑net‑worth clientele. - Achieve defined commercial objectives across all client segments for the fiscal year. - Coordinate with wealth‑management, credit, and other internal specialists to structure tailored financial solutions. - Monitor daily risk exposure, analyze periodic risk reports, and ensure compliance with internal risk policies. - Prepare and analyze credit dossiers, facilitating approval processes. - Lead and energize the network of business‑referral partners to expand business opportunities. **Required Skills** - Proven track record in private wealth or private banking client management, particularly with senior business leaders. - Strong commercial acumen, with a demonstrated ability to meet or surpass sales targets. - Excellent relationship‑building, communication, and presentation skills. - Analytical capability for risk assessment and credit analysis. - Proficiency with CRM and other sales/portfolio management tools. - Collaborative team player who is proactive, adaptable, and resilient. **Required Education & Certifications** - Bachelor’s degree or higher in Finance, Business Administration, Economics, or a related discipline. - Relevant banking or finance certifications (e.g., CFA Level II or equivalent) preferred.

Paris, France

On site

15-11-2025