Alternation - 1 year - Private Banker - H/F

Alternation - 1 year - Private Banker - H/F

• 16447
• Paris

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

Your MISSION & much more…

You join our team looking for a Private Banker H/F, for a 1-year alternation from September.

As part of a team, you will work with the bankers and assistants to carry out the tasks requested by the bankers. If necessary, you will link the tasks entrusted to the Management Services under mandate and advised management, with the wealth management expertise, financing and all the support functions of the bank.

As such, your main tasks will be to:

• Preparation of customer meetings, reporting, drafting of commercial proposals, as well as the diagnosis and analysis of assets and the implementation of the action plan.
• As part of the adaptation of the product/service offer to the client’s situation, participation in the asset allocation proposal.
• Depending on your involvement in the client’s files and profile, participation in the meetings.
• Interface with the various departments of the bank involved in the development and proposals (Wealth Engineering, Real Estate, corporate advisory, credit, etc).
• Funding:
  • Assist bankers in submitting customer financing requests and review existing files.
• In the context of one-off operations such as tax relief or investments in structured products or other commercial campaigns:
  • Preparation and presentation of products/sales materials
  • Contact some customers to offer them these solutions
• Prospecting According to the team’s profile, there is a prospecting component:
  • Sourcing Collection of information Monitoring/monitoring of deals.

Required Skills/Qualifications/Experience

You & Beyond... It is above all your personality and your state of mind that interests us. Student Bac+4/5, you are preparing a diploma (university, business school or engineering school), with a specialization in Wealth Management. You are proficient in Excel. You are reliable, dynamic and relational. You have good business sense. For a better treatment of your application, please indicate on your resume the type of contract (apprenticeship or professionalization) that your school offers as well as the rhythm of alternance.