Head of Expertise Life Insurance Private Banking (F/W)

Company Description

Bienvenue chez Teora, filiale de Natixis Wealth Management, le courtier du groupe BPCE d’assurance vie en architecture ouverte !

Chez Teora, filiale à 100 % de Natixis Wealth Management (la Banque privée de Natixis), nous concevons et mettons en oeuvre des solutions d’assurance vie sur-mesure pour nos 3 clients :

> notre société mère - la banque privée Natixis Wealth Management –

> la clientèle Gestion privée et Banque privée des Banques populaires et des Caisses d’Epargne.

Filiale de NATIXIS, Teora fait partie du groupe BPCE, 2e acteur bancaire en France, qui lui offre solidité et sécurité. Elle compte 48 collaborateurs et gère près de 9 milliards d’euros.

Notre ambition : accompagner nos 3 clients précités en leur proposant les meilleures solutions en assurance vie/ capi et de sous-jacents en gestion financière dans les différentes classes d’actifs pour leur permettre de répondre aux enjeux patrimoniaux de leurs clients aisés et ainsi les fidéliser.

Notre état d’esprit : équipe agile, soudée et engagée, notre état d’esprit entrepreneurial est notre dénominateur commun et fait la différence. Chez Teora, nos talents et notre motivation sont nos premiers atouts : rejoignez-nous et vous donnerez du sens à votre projet professionnel.

Job Description

You are joining the management of TEORA - Operations, Expertise & Customer Experience. You work within a community of experts that places excellence, impact and collective action at the heart of everything it does. The Head of Private Banking Life Insurance Expertise is responsible for managing the Private Banking Life Insurance Expertise activity, commercial proposals in Private Management and manages the existing team. He oversees the processing of these operations, manages the activity and ensures the quality of the relationship with TEORA’s distributors.

On a daily basis, your tasks are to:

Managing the activity: Developing the strategy, organizing and managing the activity daily, managing priorities, coordinating, setting, monitoring, and adjusting individual and collective objectives;

Lead and mobilize teams: Facilitate the flow of information, create the conditions for the proper functioning of the team, mobilize everyone according to their motivation levers;

Developing employees: identifying and developing skills, detecting talent, integrating new employees, supporting professional development;

Organize the delegation: Explain the meaning of change, involve employees, facilitate relations with partners, encourage innovation;

Coordinate support: Process requests from the Banques Populaires and Caisses d'Epargne in the Private Management segment, manage AML-CFT support, supervise production files.

#TransformatveFinance

This position is based at Charenton with the possibility of working from home.

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).

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 insurance, you must have at least 10 years of confirmed professional experience.

You master:

Change management;

The regulations governing life insurance operations.

You have excellent interpersonal skills, a very good ability to listen; you are:

Rigorous with good team spirit;

Recognized for your customer service and interpersonal skills;

Able to encourage a feedback culture within a team.

You master English with a C1 level.