Financial Offer Manager CCD 6 months - TEORA

Job Description:

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 are joining the team within the Marketing and Customer Solutions department, which is looking for a Financial Offer Manager.
Within our Financial Offer department, which will be composed of a team of 3 people and an apprentice, who will be in charge. the financial offer will have for missions:

* Participate in the development of the UC range (OPC, structured products, diversification offers) of life insurance contracts/capitalization under French and Luxembourgish law distributed by Teora, including listing, monitoring, and contributing to the development of new structured product offerings aligned with the market;
* Participate in the proper integration and preparation of offers within the distribution channels, in collaboration with the various departments concerned (Back/Middle Office, NWM custodian, and insurers);
* Assist in supporting the Front-office, Teora Operations, and distributors on the appropriation and implementation of financial offerings integrated into the Teora life insurance offer;
* Respond daily to requests from bankers and the "offer" services of each institution, relating to the characteristics of the products and the financial offer;
* Contribute to the creation of communication materials for bankers and maintain a close relationship with partner insurers and management companies;
* Carry out an active market watch and participate in the company's cross-functional projects.

As a Financial Offer Manager, you actively participate, within the team and in the context of Teora product governance, in monitoring products being marketed through the production of reports and the regular updating of UC dashboards.

#TransformativeFinance
This position is based in Paris with the possibility to work remotely.
We place our employees at the center of our attention. Internal mobility, career development and training programs allow you to grow and flourish throughout your journey.
You work in a hybrid, inclusive and collaborative work environment.
You also have the opportunity to commit yourself in favor of 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 our business experts (manager, team member or business sector). Automatic translation

Required Skills/Qualifications/Experience

About you: If this is your description, you are made to work with us!

With a higher education in Finance or Wealth Management, you have a first successful experience in similar positions.

Do you have:

- The banking environment;
- Knowledge of the asset management industry, distribution of financial products, life insurance and project management;
- The tools of the Office Pack.

You have excellent interpersonal skills, a very good listening ability, you are:

- Customer-oriented and proactive;
- Recognized for your determination;
- An excellent communicator, able to present information in a clear and understandable way.

You are proficient in English with a B1 level.

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