Private Banker Trainee Ipb
Il y a 3 mois
**BGL BNP Paribas** est une des plus grandes banques du Grand-Duché de Luxembourg et fait partie du Groupe BNP Paribas.
Elle propose à ses clients particuliers, professionnels, entreprises et de banque privée une gamme particulièrement large de produits financiers et de solutions de bancassurance.
En 2020, **BGL BNP Paribas **a été désignée « Best Bank in Luxembourg » pour la 5e année consécutive par Euromoney.
Dans le cadre de nos activités, nous recherchons un/une:
**Private Banker Trainee IPB (H/F)**
Vous devez impérativement justifier d'une convention de stage couvrant toute la durée de la mission
(Pour une durée d'un an en alternance)
**Responsabilités et objectifs**
La position de Private Banker Trainee peut constituer une excellente opportunité pour accéder à la fonction de Private Banker.
Dans le cadre de votre mission, vous aurez 3 activités principales:
Assister les Banquier Privés dans l'élaboration et le suivi d'offres commerciales à destination des clients:
- Suivi des actualités financières journalières, de la stratégie d'investissement de BNP Paribas Wealth Management et des réunions organisées par les spécialistes produits et ainsi être en mesure d'animer la réunion commerciale hebdomadaire afin d'appuyer les Private Banker dans la mise en place de notre stratégie commerciale.
- Réalisation de bilans patrimoniaux et de propositions commerciales (proposition d'investissement, assurance-vie, crédit, structuration patrimoniale...)
- Aide dans le suivi d'actions commerciales (ciblage et relance client)
Assurer le suivi administratif des dossiers clients:
- Collecte des éléments Know Your Customer (KYC) et mise à jour les dossiers clients
- Réalisation d'analyses ciblés sur notre fonds de commerce : recherches relatives à la situation KYC/AML des clients (analyse du risque, du profil transactionnel et de la cohérence du dossier client)
- Préparation, en collaboration avec les Private Bankers, des Comité d'Acceptation Clients (révision des dossiers, ouvertures de compte,...)
- Aide dans la mise en place et le renouvellement de dossiers de crédit
Appui projet
- Appui au management dans le développement de l'offre International Private Banking et de son organisation
- Définition d'actions ciblées - en collaboration avec les équipes marketing et les spécialistes produits - de mailing push produit et informations financières
- Accompagnement des clients dans la transition digitale
**Profil**
**Compétences comportementales**:
- Capacité à collaborer / travail d'équipe
- Excellente communication écrite et orale
- Organisation
- Curiosité
- Rigueur
- Être orienté client
- Proactivité
**Formation**:
- Maîtrise parfaite de l'anglais
- BAC + 5 minimum (école de commerce / ingénieur ou formation équivalente en gestion de patrimoine)
- Idéalement une première expérience réussie dans le domaine bancaire / financier
Job ID IPBWM
- ABOUT COMPANY
- BNP Paribas
- Paris, France
182656 Employees Corporate Banking
Acteur majeur de la scène financière européenne et mondiale, le Groupe BNP Paribas a pour mission de contribuer à une économie responsable et durable...
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