Commercial assistant private bank - TEORA

Descripción del puesto:

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 'Direction Commercial Development and Partnerships' as a private bank sales assistant.

On a daily basis, your missions are to:
* Implement proactive actions to strengthen the relationship with existing clients;
* Ensure regular monitoring of Private Bankers in connection with the 2025 PAC and properly identify their needs and expectations.
* Inform the Life Insurance Development Manager (RDAV) and Commercial Directors (DC) and circulate the information within Teora;
* Participate in the commercial development by handling training requests, drafting commercial proposals and accompanying bankers on the technical heritage of pre-sales files, with the assistance of a Sales Director if necessary;
* Also ensure the follow-up of reminders;
* Ensure the function of interlocutor for private bankers, ensuring high quality service and monitoring.
As a private bank sales assistant, you participate in the reporting and analysis of commercial data.
You work in an international environment, within a community of experts that places excellence, impact and collective action at the heart of everything it undertakes.

#TransformativeFinance
This position is based in Paris with the possibility to work from home.
We place our employees at the center of our attention. Internal mobility, career development and training devices allow you to grow and flourish throughout your journey.
You evolve in a hybrid work environment, inclusive and promoting collaboration.
You also have the opportunity to commit yourself in favor of society and causes that are dear 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 line). Automatic translation

Required Skills/Qualifications/Experience

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

With a higher education, you have a first successful experience in similar positions.

You master
* The key aspects of wealth management;
* The subtleties of private banking products and services;
* Techniques for identifying the needs of private bank clients;
* The workings of wealth management.

You have excellent interpersonal skills, a very good ability to listen, you are:
* Rigorous and agile;
* Business-oriented and dynamic;
* Endowed with a sense of contact and communication.

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