Private Banking Commercial Assistant - TEORA

Natixis; Paris; Hybride; EUR 45 000 - 60 000; Plein temps

Résumé du poste

A leading financial services company based in Paris is looking for a private banking sales assistant. This role focuses on strengthening relationships with existing customers, supporting private bankers, and participating in business development. Candidates should have a higher education degree and a successful track record in similar functions. The work environment is hybrid, fostering career development and inclusivity.

Prestations

Career development opportunities

Hybrid working model

Community engagement through corporate foundations

Qualifications

• Successful experience in private banking or similar functions is essential.
• Must master key aspects of wealth management and private banking products.
• Excellent listening skills and the ability to engage effectively with clients.

Responsabilités

• Strengthen relationships with existing customers through proactive actions.
• Monitor private bankers' activities and identify their needs.
• Participate in business development by handling training requests.
• Act as a communication point for private bankers, ensuring high-quality service.

Connaissances

Wealth management expertise

Client needs identification

Communication skills

Agility

Formation

Higher education degree

Description du poste

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 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).

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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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