Customer relationship manager 6 months - Natixis Wealth Management

Customer Relationship Manager - 6 Months - Natixis Wealth Management

• Fixed Term Contract
• 16822
• 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

You are joining the premium customer team in the commercial department of Natixis Wealth Management.

On a daily basis, your tasks are:

• Manage the operations of the clients of the wealth customer service;
• Ensure the regulatory completeness of the client files;
• Promote the commercial action of private bankers;
• Interface between clients and bankers;
• Understand the client’s need and qualify its urgency.

You work in a community of experts that puts excellence, impact, and collective action at the heart of everything they do.

This position is based in Paris with the opportunity to work remotely.

As a Top Employer, we place our employees at the center of our attention. Internal mobility, career development, and training 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 commit yourself to the company 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 business line).

Required Skills/Qualifications/Experience

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

You have a higher education and at least 3 years of experience in similar positions. AMF certification is a plus.

You are proficient in:

• Banking products from financial markets and portfolio management;
• The legal and tax montages and know wealth and financial engineering in the broad sense.

You have excellent relationship skills, a very good listening ability, and you are:

• Responsive and rigorous;
• Analytical and know how to work in a demanding environment.

You are fluent in English with a B2 level.