Wealth Strategy Consultant for UHNW Clients (Hybrid)

Natixis; Paris; Hybrid; EUR 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Job summary

Natixis Wealth Management in Paris is seeking a Consulting Manager to join its Advisory Management team. You will manage and develop client portfolios, offering tailored investment solutions and maintaining impeccable service for HNWI/UHNWI clients.

The role emphasizes investment strategy, client relationship management, and compliance with regulatory frameworks within a hybrid work environment.

Qualifications

• Management and development of the activity: Ensure the management of assets entrusted by clients.
• Customer relationship and tailor-made service: Listen to and understand client expectations.
• Investment advice and strategy: Develop strategies tailored to each client’s objectives and risk tolerance.
• Compliance and risk management: Ensure compliance with MIF/ DDA, SFDR and PRIIPS.

Responsibilities

• Management and development of the activity: Ensure the management of assets entrusted by clients.
• Customer relationship and tailor-made service: Listen to and understand client expectations.
• Investment advice and strategy: Develop strategies tailored to each client’s objectives and risk tolerance.
• Compliance and risk management: Ensure compliance with MIF/ DDA, SFDR and PRIIPS.

Job description

Natixis Corporate & Investment Banking is a leading global financial institution that provides advisory, investment banking, financing, corporate banking and capital markets services to corporations, financial institutions, financial sponsors and sovereign and supranational organizations worldwide.

Our teams of experts in 30 countries advise clients on their strategic development, helping them to grow and transform their businesses, and maximize their positive impact. Natixis Corporate & Investment Banking is committed to supporting the environmental transition by aligning our financing balance sheet with a +1.5°C trajectory by 2050.

Natixis Corporate & Investment Banking is part of the Global Financial Services division of Groupe BPCE, the 5th largest European financial institution and the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks.

If you are interested in inspiring challenges, making an impact and helping build the world of the future – if you want more than just a job – then join us.

As a responsible employer, we constantly strive to build a fulfilling and inclusive working environment. We are committed to offering the same opportunities to all our talents from all backgrounds and career paths, regardless of their age, experience, sexual orientation or disability…

Job Description

You are passionate about finance, motivated by excellence and ready to offer the highest level of quality support to our clients? Natixis Wealth Management is looking for a Consulting Manager to join its Advisory Management team.

As a Consulting Manager, you will play a key role in the management and development of client portfolios, offering tailored investment solutions while ensuring impeccable customer service. You play a key role in the satisfaction and retention of our HNWI/UHNWI clients.

• Management and development of the activity

  • Ensure the management of assets entrusted by clients.

  • Develop new business opportunities through the acquisition of new UHNWI customers.

  • Retain existing customers through regular monitoring and proposals tailored to their financial needs

Customer relationship and tailor-made service

Actively listen and understand the expectations of customers in order to anticipate their needs.

Organize regular meetings with clients to discuss investments, their performance and, if necessary, the necessary adjustments.

Ensure a smooth and quality relationship with private bankers.

Investment advice and strategy

Develop investment strategies tailored to each client’s objectives and risk tolerance.

Ensure constant monitoring of financial markets and carry out in-depth analyses to select recommended values and ratings.

Make investment recommendations related to the bank’s strategic directions and client needs

Propose innovative solutions while respecting regulatory constraints.

Actively participate inWeekly Management Committee and monthly Investment Committee

Compliance and risk management

Ensure compliance with the MIF/ DDA regulatory framework integrating SFDR and PRIIPS requirements and guarantee compliance with adequacy checks, of guidelines in terms of risks (concentration, diversification, etc.) and the bank’s internal policies in line with professional standards.

Ensure the adequacy between the proposed investments and the client’s MIF/ESG/risk appetite profile.

Rigorously monitor the risks associated with investment strategies.

• Compliance

  • Ensure compliance with the MIF/ DDA regulatory framework integrating SFDR and PRIIPS requirements and guarantee compliance with adequacy checks, of guidelines in terms of risks (concentration, diversification, etc.) and the bank’s internal policies in line with professional standards.

  • Integrate clients' financial skills, risk appetite and sustainability preferences.

  • Contribute to the update of internal procedures, guidelines and policies and the implementation/improvement of associated IT solutions, in connection with the appropriate internal functions.

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

As a Top Employer, 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 working environment.

You also have the opportunity to engage in favor of society and causes that are important to you 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).

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Company Description




Natixis Corporate & Investment Banking is a leading global financial institution that provides advisory, investment banking, financing, corporate banking and capital markets services to corporations, financial institutions, financial sponsors and sovereign and supranational organizations worldwide.

Our teams of experts in 30 countries advise clients on their strategic development, helping them to grow and transform their businesses, and maximize their positive impact. Natixis Corporate & Investment Banking is committed to supporting the environmental transition by aligning our financing balance sheet with a +1.5°C trajectory by 2050.

Natixis Corporate & Investment Banking is part of the Global Financial Services division of Groupe BPCE, the 5th largest European financial institution and the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks.

If you are interested in inspiring challenges, making an impact and helping build the world of the future – if you want more than just a job – then join us.

As a responsible employer, we constantly strive to build a fulfilling and inclusive working environment. We are committed to offering the same opportunities to all our talents from all backgrounds and career paths, regardless of their age, experience, sexual orientation or disability…




Job Description




You are passionate about finance, motivated by excellence and ready to offer the highest level of quality support to our clients? Natixis Wealth Management is looking for a Consulting Manager to join its Advisory Management team.

As a Consulting Manager, you will play a key role in the management and development of client portfolios, offering tailored investment solutions while ensuring impeccable customer service. You play a key role in the satisfaction and retention of our HNWI/UHNWI clients.

• Management and development of the activity

  • Ensure the management of assets entrusted by clients.

  • Develop new business opportunities through the acquisition of new UHNWI customers.

  • Retain existing customers through regular monitoring and proposals tailored to their financial needs

• Customer relationship and tailor-made service

  • Actively listen and understand the expectations of customers in order to anticipate their needs.

  • Organize regular meetings with clients to discuss investments, their performance and, if necessary, the necessary adjustments.

  • Ensure a smooth and quality relationship with private bankers.

• Investment advice and strategy

  • Develop investment strategies tailored to each client’s objectives and risk tolerance.

  • Ensure constant monitoring of financial markets and carry out in-depth analyses to select recommended values and ratings.

  • Make investment recommendations related to the bank’s strategic directions and client needs

  • Propose innovative solutions while respecting regulatory constraints.

  • Actively participate inWeekly Management Committee and monthly Investment Committee

• Compliance and risk management

  • Ensure compliance with the MIF/ DDA regulatory framework integrating SFDR and PRIIPS requirements and guarantee compliance with adequacy checks, of guidelines in terms of risks (concentration, diversification, etc.) and the bank’s internal policies in line with professional standards.

  • Ensure the adequacy between the proposed investments and the client’s MIF/ESG/risk appetite profile.

  • Rigorously monitor the risks associated with investment strategies.

• Compliance

  • Ensure compliance with the MIF/ DDA regulatory framework integrating SFDR and PRIIPS requirements and guarantee compliance with adequacy checks, of guidelines in terms of risks (concentration, diversification, etc.) and the bank’s internal policies in line with professional standards.

  • Integrate clients' financial skills, risk appetite and sustainability preferences.

  • Contribute to the update of internal procedures, guidelines and policies and the implementation/improvement of associated IT solutions, in connection with the appropriate internal functions.

#TransformatveFinance

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

As a Top Employer, 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 working environment.

You also have the opportunity to engage in favor of society and causes that are important to you 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 you recognize yourself in the following description, you are made to work with us!

With a higher education in market finance (business school, engineering or university) you have at least 6 years of successful experience in portfolio management consulting or in a similar position and managerial experience. The CFA/SFAF is an asset.

You master:
- investment and asset allocation advice.
- regulatory and risk management requirements
- management/allocation tools and CRM/reporting tools used in private banking
You have excellent interpersonal skills, a very good ability to listen; you are:
- with a keen sense of customer service
- with excellent analytical and decision-making capabilities

You are proficient in English with a C1 level



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