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title: "Wealth Management Division Manager (M/F) · Lyon | Actual group"
description: "Reporting to the Regional Director, you will hold a hybrid position combining 70% management/team leadership and 30% direct management of a client portfol…"
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# Job offer :** Wealth Management Division Manager (M/F)**

Permanent contractLyon, 69002, Auvergne-Rhône-AlpesFull-timeMATemps pleinInsurance & MutualityCôte d'Azur Division and North East Division50 000 – 80 000 €/an

## **Actual Talent**

[**08 11 36 94 40**](tel:0811369440)

[All the agency's jobs](https://www.actualgroup.com/en/jobs?recruiterCode=NYAT)

## **The role**

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.

## **The profile we're looking for**

### *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!

### **Want to join the adventure?**

Apply without waiting!

## **Apply for this job**

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