Insurance Specialist
il y a 1 mois
**Description du poste**:
Au sein de la Direction Structuring & Financing, vos missions au sein de l’Equipe Assurance consistent dans la participation au développement de la gamme de produits d’assurances épargne destinée à notre clientèle privée. En tant que spécialiste assurance, vous apportez votre support aux Wealth Managers et participez à leurs côtés à la distribution de contrats d’assurance épargne auprès de notre clientèle privée. Vous assurez également l’ensemble du suivi opérationnel de l’activité.
Plus en détail vous participez activement:
- aux rendez-vous clients, seul ou aux côtés des Wealth Managers.
- au développement d’offres innovantes pour les clients du Groupe Indosuez Wealth Management (Europe).
- à la réalisation d’appels d’offres et la négociation commerciale avec nos partenaires.
- à la rédaction de documents juridiques, techniques et commerciaux.
- à la réalisation d’offres à destination des Wealth Managers et des clients.
- au suivi de la production et à la veille produit grâce à un échange régulier avec les compagnies d’assurance.
- à la préparation des pièces constitutives des dossiers clients, à la vérification et à l’archivage.
- à la vérification des commissions reçues de nos partenaires assureurs.
- au suivi et à l’encodage des opérations relatives aux contrats d’assurance.
- à la veille juridique et fiscale des produits d’assurance sur les différents marchés européens, principalement la Belgique, l’Espagne, la France, l’Italie, le Luxembourg et le Portugal.
- au respect des règles LBC/FT liées à l’activité.
- Date de prise de fonction
- 01/12/2024
- Poste avec management
- Non
- Niveau d'étude minimum
- Bac + 5 / M2 et plus
- Formation / SpécialisationVous avez un diplôme d'Etat supérieur en Gestion de patrimoine, idéalement avec une composante Assurance.
- Vous avez une expérience similaire dans un environnement Banque Privée ou Compagnie d’Assurance.
- Un agrément de Courtier/Sous-courtier auprès du Commissariat aux Assurances, ou d’une autorité de contrôle d’un autre état européen sera considéré comme un atout.
- Niveau d'expérience minimum
- 3 - 5 ans
- Compétences recherchées- Vous avez de bonnes connaissances des principes des assurances et en particulier de l’assurance vie.
- Votre approche rigoureuse et minutieuse est basée sur votre curiosité, votre ouverture d’esprit, vos capacités d’analyse et de synthèse ainsi que votre implication.
- Vous avez une très bonne écoute et vos qualités de communication à l’oral et à l’écrit, vos qualités d’animation ainsi que votre aisance relationnelle font que vos missions et propositions réussissent.
- Tout en étant autonome, vous appréciez le travail en équipe et les projets.
- Vous êtes flexible et faites preuve d'une grande capacité d’adaptation.
- Outils informatiques- Vous maîtrisez les outils de la suite MS Office et particulièrement Excel.
- Langues
- Français et Anglais courant. Toute autre langue européenne sera considérée comme un atout.
- **Entreprise Indosuez Wealth Management**:
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