Job offer : Wealth Management Division Manager (M/F)

Reporting to the Regional Director, you will hold a hybrid position combining 70% management/team leadership and 30% direct management of a client portfolio. You are the guarantor of the commercial strategy, compliance, client satisfaction, and skills development within your scope.

Your missions are structured around 4 main axes

1. Management & Team Leadership (70%):

   • Supervise and lead a team of 11 wealth management advisors on a daily basis, spread across 3 agencies: Lyon, Strasbourg, and Dijon.

   • Develop employee skills (field coaching, joint meetings, training, goal tracking).

   • Drive collective and individual performance (collection, acquisition, management rituals).

2. Contribution & Commercial Development (30%):

   • Manage, retain, and develop a portfolio of private clients.

   • Demonstrate commercial excellence in the field (client meetings, prospecting, recommendations).

3. Strategic Steering & Division Organization:

   • Establish the division's diagnosis (strengths, opportunities) and define the commercial development strategy.

   • Organize the activity of the agencies within the scope (planning, service continuity, sharing best practices).

4. Compliance & Client Satisfaction:

   • Be the guarantor of file compliance and the overall level of client satisfaction within the division.

   • Ensure the link between the field and the Regional Directorate / support functions.

To apply, you need:

• Education: (Master's degree) in Wealth Management, Law, Economics, Banking, or Insurance. AMF and/or CIF certifications are a highly appreciated asset.

• Experience: Successful initial experience in management or sales leadership, combined with solid experience in wealth advisory or private banking with a demanding clientele.

• Technical skills: Excellent command of savings products, retirement, taxation, and financial markets.

• Soft skills: Hands-on leadership, pedagogical skills, high sense of customer service, results-oriented, ability to be proactive, rigor, and organizational skills.

Benefits of the position:

• Stimulating environment: The opportunity to join a solid group offering a structured framework and strong development potential.

• Career prospects: Attractive career paths within the structure or towards the group's subsidiaries (e.g., Regional Management).

Ready to join the adventure?

This position is open to people with disabilities.

Committed to diversity and equal opportunity with our partners, we review every application without distinction: if this project inspires you, do not let self-censorship hold back your potential, dare to apply!