Private Banking Commercial Assistant

il y a 5 jours

Paris, Île-de-France Natixis Temps plein
Company Description

Bienvenue chez Teora, filiale de Natixis Wealth Management, le courtier du groupe BPCE d'assurance vie en architecture ouverte

Chez Teora, filiale à 100 % de Natixis Wealth Management (la Banque privée de Natixis), nous concevons et mettons en oeuvre des solutions d'assurance vie sur-mesure pour nos 3 clients :


notre société mère - la banque privée Natixis Wealth Management –

la clientèle Gestion privée et Banque privée des Banques populaires et des Caisses d'Epargne.


Filiale de NATIXIS, Teora fait partie du groupe BPCE, 2e acteur bancaire en France, qui lui offre solidité et sécurité. Elle compte 48 collaborateurs et gère près de 9 milliards d'euros.

Notre ambition : accompagner nos 3 clients précités en leur proposant les meilleures solutions en assurance vie/ capi et de sous-jacents en gestion financière dans les différentes classes d'actifs pour leur permettre de répondre aux enjeux patrimoniaux de leurs clients aisés et ainsi les fidéliser.

Notre état d'esprit : équipe agile, soudée et engagée, notre état d'esprit entrepreneurial est notre dénominateur commun et fait la différence. Chez Teora, nos talents et notre motivation sont nos premiers atouts : rejoignez-nous et vous donnerez du sens à votre projet professionnel.

Job Description

You join the "Business Development and Partnerships Division" as a private banking sales assistant.

On a daily basis, your mission is to:

  • Implement proactive actions to strengthen the relationship with existing customers;
  • Ensure regular monitoring of the Private Bankers in connection with CAP 2025 and identify their needs and expectations.
  • Inform the Life Insurance Development Manager (RDAV) and Sales Managers (DC) and circulate information within Teora;
  • Participate in business development by taking charge of training requests, by writing business proposals and accompanying the bankers on the technical nature of the assets in the pre-sale files, with the assistance of a senior banker if necessary;
  • Also ensure the follow-up of the reminders;
  • Act as a point of contact for private bankers, ensuring high quality service and follow-up.

As a Sales Manager, you are involved in the reporting and analysis of business data.

You work in an international environment, within a community of experts that puts excellence, impact and collective action at the heart of everything it does.

#TransformativeFinance

This position is based in Paris with the opportunity to work from home.

As a top employer, we place our employees at the centre of our attention. Internal mobility, career development and training allow you to grow and flourish throughout your career.

You work in a hybrid, inclusive and collaborative working environment.

You also have the opportunity to commit yourself to society and causes that are close to your heart through our corporate foundation.

About the recruitment process

You will be contacted by one of our recruiters before meeting with our business experts (manager, team member or line of business).

Required Skills/Qualifications/Experience

About you: If you recognize yourself in the following description, you are made to work with us

From higher education, you have a first successful experience of experience in similar functions.

You master

  • Key aspects of wealth management;
  • The subtleties of private banking products and services;
  • Techniques for identifying the needs of private banking clients;
  • The workings of wealth management.

You have an excellent relationship, a very good listening ability, you are:

  • Rigorous and agile;
  • Business-oriented and dynamic;
  • Has a sense of touch and communication.

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