Heritage Engineer - NWM

Natixis; Paris; Sur place; EUR 50 000 - 70 000; Plein temps

Résumé du poste

Natixis Wealth Management recherche un Wealth Engineer pour rejoindre leur division Wealth Engineering à Paris. Ce rôle implique le soutien aux banquiers privés, la rédaction d'études juridiques et la présentation d'informations vitales sur la gestion de patrimoine. Le poste offre un environnement international et hybride, avec des opportunités de développement professionnel et des responsabilités significatives dans un cadre collaboratif.

Prestations

Mobilité interne et développement de carrière

Formation continue

Engagement sociétal à travers la fondation d'entreprise

Qualifications

• Au moins 3 ans d'expérience dans le conseil aux entrepreneurs.
• Capacité à établir des relations de confiance avec les clients.
• Polyvalence en tant que généraliste dans les spécialités de l'ingénierie du patrimoine.

Responsabilités

• Soutenir les banquiers privés lors des réunions avec les clients sur des questions juridiques et fiscales.
• Rédiger des études juridiques et fiscales sur les sujets discutés.
• Présenter des informations aux clients et prospects.

Connaissances

Expertise juridique

Rédaction juridique

Compétences interpersonnelles

Formation

Diplôme en droit/pratique notariée ou Master en Gestion de Patrimoine

Description du poste

You will join Natixis Wealth Management (NWM) in the Wealth Engineering Division as a Wealth Engineer.

On a daily basis, your tasks include:

• Providing support to Private Bankers during meetings with prospects and clients on legal and tax issues;
• Writing legal and tax studies on topics discussed with clients and prospects;
• Delivering presentations to clients and prospects within the Bank or the Group.

As a Heritage Engineer, you will support private bankers in acquiring new clients and preserving assets under management. You will contribute to defining the legal and tax doctrines of Wealth Engineering and play a role in securing operations recommended by NWM to clients and prospects.

You will work in an international environment among experts that prioritize excellence, impact, and collective action.

#TransformaveFinance

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

We offer internal mobility, career development, and training to support your growth. Our environment is hybrid, inclusive, and collaborative.

You will have opportunities to engage with society and causes through our corporate foundation.

About the recruitment process

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

Required Skills, Qualifications, and Experience

If you see yourself in the following, you are a good fit:

• Higher education in notarial practice, law/taxation, or a Master’s in Wealth Management;
• At least 3 years of experience related to advising entrepreneurs;
• Proficiency in legal expertise, especially in tax and property law;
• Strong legal writing skills for clear and precise technical documents;
• Excellent interpersonal skills, good listening abilities, charisma, and a dynamic personality;
• Versatility as a generalist in Heritage Engineering specialties;
• Results-oriented with the ability to build trustful relationships.

Note: If you are not a passport holder of the country where the vacancy is based, you may need a work permit. Check our Blog for more information.

Applications should be submitted via the 'Apply now' button. Do not provide bank or payment details when applying.