151 Emplois pour Product specialist--chef de projet esg--asset management h/f - Paris

Job Description
OUR IMPACT
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

YOUR IMPACT
A Wealth Management Professional Provides Client Service Management Support To Our Clients And Operational Support To Sales Teams In The Implementation Of New Client Accounts, Trade Execution, Liquidity Management, And Ongoing Maintenance Of Existing Clients. How You Will Fulfill Your Potential

• Leverage your operational background and experience to contribute to a growing business
• Work closely with Private Wealth Advisors to support their PWM clients
• Identify opportunities for and coordinate wealth advisory services within client base
• Manage advisory business implementation and re-balancing
• Manage cash balances and private banking services in accounts
• Serve as a key liaison to other areas supporting the PWM Business
• Plan and manage new account on boarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions

Requirements

• 0-3 years of prior work experience in a relevant field
• Candidates should have fluency in French language skills
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, colour, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Summary:

Ares Wealth Management Solutions ("AWMS ") is a leading global platform focused on expanding individual investors' access to Ares' leading private markets capabilities, by way of innovative investment solutions, educational resources, and long-term partnerships.

The candidate will be assisting the firm's strategic objectives related to the distribution of Ares' private market capabilities across key private wealth partnerships, which will include working with leading global financial institutions and wealth distribution partners across EMEA, with particular focus on continental Europe.

Primary Functions & Essential Responsibilities:

• Support the business development and distribution efforts of the AWMS group globally, with particular focus on Southern Europe, including: France, Italy, Spain, Netherlands, Luxembourg and Belgium
• Client focused role within the private wealth partnerships segment, covering clients such as Private Banks, Regional Banks and Wealth Managers
• Regularly attend in-person meetings with senior AWMS team members across Europe
• Provide broad sales support and client servicing in Europe, which will include proactively reaching out to existing and new clients / prospects to deliver timely client follow-up as well as regular product updates
• Collaborate closely with AWMS colleagues in the US and Asia, including timely/real time sharing of client intel and the upkeep of Salesforce including meeting notes and key contacts
• Work closely alongside Product Development and Client Services teams to help onboard new client partnerships, which will include assisting the launch of new products, and ongoing servicing of new relationships from a platform distribution perspective
• Build and maintain strong network across the firm to facilitate collaboration with Investment Management, Investor Relations, Product Management, Client Service, Investment Operations and other key groups

Education/Certification:

• Undergraduate degree
• European passport holder
• Fluent French and English speaker

Required Knowledge:

• Private markets products and services knowledge
• Good understanding of global wealth management and its corresponding distribution channels
• Product knowledge (SICAVs, Cayman Funds, AIFs, open ended/closed ended etc.)

Required Experience:

• 1-3 years' experience in asset management or private banking/wealth management
• Global distribution model understanding

Skills/Abilities:

• High energy, enthusiasm and drive
• Willingness to travel extensively
• Proficiency in Excel, PowerPoint and Word
• Strong communication and presentation skills
• Problem solver with ability to research solutions and suggest resolutions
• Takes initiative and has a strong work ethic
• Outstanding written and oral presentation skills
• Work experience in a position requiring a high level of integrity and sensitivity to confidential information
• Highly motivated with the ability to set priorities, multi-task and monitor own workload to meet aggressive deadlines

Reporting Relationships

Senior Associate, Wealth Management Solutions

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Consultant Transformation Wealth Management chez Périclès Consulting | softgarden

Consultant Transformation Wealth Management

Confirmé (2-6 ans)

Basé à Paris, Luxembourg, Genève et Londres, Périclès Group est un groupe indépendant de conseil international, spécialisé dans la Finance, l’Assurance et la Protection Sociale.

Périclès Consulting est l’entité dédiée au conseil en stratégie et organisation du Groupe. Nous accompagnons nos clients dans leurs réflexions stratégiques jusqu’à la mise en œuvre des transformations et évolutions de leur organisation.

Notre force réside dans des équipes adaptables répondant aux besoins variés de nos clients et marchés, proposant des solutions sur-mesure et innovantes dans un contexte de transformations majeures de l’industrie financière.

Depuis 2001, nous avons réalisé plus de 1 500 missions pour plus de 500 clients.

Notre objectif est de faciliter la transformation des secteurs financiers par une forte expertise métier et un savoir-faire en pilotage de projets complexes. Nous participons également aux réflexions de place via nos 10 "think tanks" et interventions dans la presse spécialisée ou lors d’événements professionnels.

Nos consultants interviennent chez nos clients et collaborent régulièrement en interne pour le développement du groupe. Nous valorisons l’initiative individuelle et la croissance des talents, avec une structure hiérarchique plate favorisant l’accès direct aux dirigeants.

Au sein du pôle Wealth Management / Banque Privée, vous accompagnez nos clients dans la stratégie, l’organisation et la gestion de projets liés au Wealth Management (gestion privée, patrimoine), en intervenant sur toute la chaîne de valeur.

Vous pourrez enrichir vos expériences sur des missions telles que :

• Étude d’opportunités et lancement de nouvelles activités
• Création d’offres produits et services
• Amélioration et pilotage de la performance : audit, réorganisation, optimisation, accompagnement d’équipes
• Mise en conformité réglementaire (RGPD, LCB-FT, ESG / SFDR, CSRD, MIFID 2, PRIIPS, Loi Pacte)
• Soutien au choix de solutions opérationnelles ou IT : front, middle, back-office
• Digitalisation des processus métiers (parcours digitaux, signature électronique, robotisation)

Vous participerez également au développement du cabinet par vos interventions, votre implication dans des groupes de travail, réponses aux appels d’offres et actions de communication.

Diplômé d’une école d’ingénieur, de commerce ou Master 2, idéalement avec spécialisation en Finance, Assurance ou Gestion de Patrimoine.

Expérience d’au moins 3 ans en conseil dans le secteur financier ou en établissement financier, sur l’organisation, la mise en œuvre de stratégies opérationnelles ou la gestion de projets. Les parcours uniquement opérationnels (banquier privé, courtier, conseiller en gestion de patrimoine) ne seront pas retenus ; la dimension conseil et organisation est essentielle.

• Connaissance des produits financiers (OPC, actions, obligations, private equity, etc.), acteurs du marché français, environnement économique
• Connaissance du marché de l’épargne, assurance vie, distribution
• Capacité d’analyse et synthèse
• Anglais professionnel

• Sens du service et de la satisfaction client
• Autonomie et organisation
• Rigueur et capacité d’analyse

• Étude de votre candidature
• Premier contact téléphonique avec Ariane, Talent Acquisition Manager
• Trois échanges, incluant une rencontre avec un directeur et une associée
• Test de connaissances et étude de cas à prévoir

Stage- Wealth Management Financing Solutions - H/F

Ce stage est basé à Paris pour une durée de 6 mois

Ausein de Wealth Management, les équipes Financing Solutions forment unecommunauté d'experts en financement, fournissant des solutions diversifiéespour répondre aux besoins sophistiqués des clients.

S'assurer que les méthodologies normatives Lombard sont correctement appliquées et bien représentées dans les systèmes informatiques.

Contribuer à l'analyse des questions de financement soulevées par les équipes Financing Solutions sur différents sites.

Développer des outils informatiques pour améliorer l'efficacité de l'équipe dans le traitement des demandes quotidiennes.

Travailler sur l'évolution normative des actifs de type fonds , en passant de la métrique SRRI (Synthetic Risk and Reward Indicator) à la métrique SRI (Synthetic Risk Indicator).

Participer aux tests des nouveaux systèmes informatiques pour valider les phases de développement

L'équipe WM GAIM Financing Solutions recherche un(e) stagiaire pour une durée de 6 mois afin de travailler sur des sujets liés au financement Lombard (financement adossé à des titres).

L'objectif est d'évaluer lavaleur de financement de différents portefeuilles d'actifs financiers donnés engarantie par les clients, incluant actions, obligations, fonds communs deplacement, fonds alternatifs, produits structurés, ETF et autres actifs. Lavaleur de financement est une valeur de marché haircutée, calibrée à l'aided'un modèle statistique.

Le stage se déroulera à Paris, 1boulevard Haussmann, avec un démarrage prévu en janvier 2026, pour une durée de 6 mois.

Notre monde change

Aujourd'hui, ce qui compte dans un job, c'est de vivre de véritables expériences, d'apprendre, de partager des objectifs et résultats avec ses collègues. Bref, de tracer son propre chemin, différent, responsable et durable. Chez BNP Paribas, nous recrutons nos collaborateurs avec l'idée qu'ils nous aideront à concevoir le monde et la banque de demain.

Elle sera abordée à l'issue de votre parcours de recrutement. Elle dépend de votre formation et de votre niveau d'études.

Vous préparez un Bac+5 (reconnu RNCP) dans une école de commerce et/ou équivalent universitaire avec une spécialisation en mathématiques financières.

Une première expérience (stages, alternances …) en finance et/ou finance de marché est un plus.

Vous maitrisez Python ainsi qu'Excel.

Votre faculté de communication et d'organisation vous permettent de créer des liens de confiance et de vous intégrer dans les environnements où vous évoluez. Ajoutez à cela rigueur, organisation et capacité à inspirer les autres et générer l'engagement pour finir de nous convaincre.

Processusde recrutement

Si votre candidature estretenue par notre équipe de recrutement, vous aurez un à deux entretiens aumaximum avec des managers opérationnels.

Ces étapes peuventlégèrement varier en fonction des postes.

Besoin deconseils pour préparer votre candidature ? Cliquez ici

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Si vous êtes en situationde handicap, vous pouvez envoyer votre CV et lettre de motivation à missionhandicap (at) bnpparibas (dot) com

(Opens in a new tab)

.

N'oubliez pasd'indiquer sur votre CV :

• La formation que vous préparez dans le cadre de votre stage
• La durée et vos disponibilités
• Votre mobilité géographique

Dans un monde qui change,la diversité, l'équité et l'inclusion sont des valeurs clés pour le bien-êtreet la performance des équipes. Chez BNP Paribas, nous souhaitons accueillir etretenir tous les talents sans distinction : c'est ainsi que nous construirons,ensemble, la finance de demain, innovante, responsable et durable.

Enfin, nous attachons uneimportance particulière à ce que nos futurs collaborateurs et collaboratricesagissent au quotidien avec responsabilité éthique et professionnelle. À toutmoment pendant le processus de recrutement, les informations figurant sur votreCV, vos données d'identification et vos antécédents pourront être vérifiés.

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 80% of the top 50 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific.

Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024. As such, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work

.

Role Responsibilities:

Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Investor Services Providers) in areas including

• Strategy
• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management

We offer you the opportunity to embark on an exciting career

• Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Developing strategies and driving high-quality work products within expected timeframes on budget
• Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Develop and maintain long-term client relationships and networks
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the client's business
• You will also participate in the development of the firm's practices (such as Operations or Investments), various business management areas (e.g.: Marketing or Recruitment) and commercial development

Role Requirements (Skills, Experience and Qualifications)

• A minimum of 5+ years proven experience in consulting or projects, gained within a leading financial institution or consulting firm
• Experience of projects engaged on Target Operating Model, business processes
• and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio management & Risk management, Middle & Back Office processes and outsourcing
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market
• First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office
• Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives
• Stakeholder management and influencing skills – with both clients, colleagues and junior team members
• Focus on team achievement, not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in French and English is required (at C1+ level)
• Eligible to work in France

Sharing Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Competitive base salary
• Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave + 2 days off, 27 days in total
• Lunch vouchers (10€)
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, Prince 2,CFA…)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client's expectations of service

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.

Overview

Division : Asset & Wealth Management Consulting
Role : Manager
Location : Paris

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the worlds top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base including 95% of the top 20 global asset management firms and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg Switzerland Netherlands Germany) and globally across United States Canada and Asia-Pacific.

Following a successful London Stock Exchange (AIM) admission in 2017 we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this we will be assembling the next generation of leaders responsible for growing elevating our market position further and nurturing the junior talent through the business. At Alpha we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people as well as a rewarding place to work.

Based in France you will carry out consulting engagements or manage projects for prestigious clients leaders in Asset Management (Asset Managers Private Banks Investor Services Providers) in areas including :

• Strategy
• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management

Manager

We offer you the opportunity to embark on an exciting career :

• Delivering interesting assignments in an international environment (international assignments and teams possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Developing strategies and driving high-quality work products within expected timeframes on budget
• Monitoring progress managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Develop and maintain long-term client relationships and networks
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the clients business
• You will also participate in the development of the firms practices (such as Operations or Investments) various business management areas (e.g. : Marketing or Recruitment) and commercial development.

• A minimum of 8 years proven experience in consulting or projects gained within a leading financial institution or consulting firm
• Experience of projects engaged on Target Operating Model business processes
• and / or IT solutions in some of the following areas : Distribution CRM Portfolio management & Risk management Middle & Back Office processes and outsourcing
• An understanding of market trends drivers and outlook of the Asset and Wealth Management market
• First-class communication presentation and problem-solving skills with an excellent command of Microsoft Office
• Proven track record in client relationship development. This should include examples of client account support / management and preferably geared towards supporting business development / sales initiatives
• Stakeholder management and influencing skills with both clients colleagues and junior team members
• Focus on team achievement not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in French and English is required (at C1 level)
• Eligible to work in France

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this :

• Competitive base salary
• Share of the profits of the business as a % of base salary : Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave 5 days off 30 days in total
• Lunch vouchers (9)
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive social and collaborative environment
• Comprehensive training and development programmes (CAPM Prince 2 CFA)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions and to build and grow your own network within the Asset and Wealth Management industry

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this we have an established mentoring and employee oversight framework across all global locations and levels. At the same time we continue to invest in our comprehensive training and development programme that builds confidence consulting skills and industry content.

If this sounds like one of the proposed roles are ideal for you apply today to a grade chosen based on your qualifications! If successful you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview a Case Study interview and a Final Round interview with one of our French Directors.

Please be aware that we may hold information for up to 3 years from the close of the recruitment process to allow us to review your suitability for current and future job opportunities with Alpha your data may also be shared with relevant third party providers as and when required as part of the assessment process. Full details around what data we hold why we hold it and for how long are available in our recruitment privacy statement ( you have any questions or would like us to delete your data please contact us by email at .)

Required Experience :

Senior Manager

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full Time

Experience : years

Vacancy : 1

We are looking for a seasoned Business Applications Director who will frame design and drive our ambitious roadmap to bring the IS landscape to new heights. This role is critical in ensuring that our business applications not only meet current organizational needs but also anticipate future requirements driving the company toward greater efficiency and ultimately improving customer satisfaction.

If you are a strategic thinker with a passion for details and a proven track record in business application management, we invite you to join our dynamic team.

Key responsibilities

As Business Application Director, you will be responsible for overseeing the strategic planning, implementation, and management of business applications within the organization. This role ensures that business applications align with the company's goals, enhance operational efficiency, and support business processes.

Your main responsibilities will include:

• Strategic Planning: Develop and execute the strategic plan for business applications aligning with organizational goals and objectives.
• Leadership: Lead, mentor, and manage groups of application developers, analysts, and administrators to ensure a delivery success rate of 95% for project completion and service delivery.
• Project Management: Oversee the planning, implementation, and tracking of specific short-term and long-term programs related to business applications such as the setup of a state-of-the-art ERP for Finance currently powered by NetSuite, review the integration of our HRIS based on SAP SuccessFactors, or integration of our M&A acquisitions in our IS landscape.
• Performance: Manage projects with a budget variance of no more than 10%.
• Business Partnership: Work closely with Product Tech, department heads, and other stakeholders to understand their needs and ensure that business applications support their goals.
• Be a change actor in the streamline of our processes and data flows (Lead-To-Cash, Procure-To-Pay, Record-To-Report, Hire-To-Retire): ensure seamless integration and data modeling to optimize business processes and realize a 15% improvement in processing time for key workflows within one year.
• Innovation: Stay updated with emerging technologies and trends in business applications to drive continuous improvement and innovation.

Qualifications:

• Experience: At least 8 years of experience in Business Applications with a minimum of 3 years in a leadership role overseeing multiple business applications.
• Project Management: Proven experience in managing large-scale business application projects with at least one successful deployment of a global ERP (Core Model) and a significant M&A integration.
• Business Acumen: Strong understanding of business processes and how business applications can enhance business performance.
• Technical Skills: Proficiency in business applications software in various domains such as ERP systems, CRM, marketing, HR, and more.
• A successful experience deploying NetSuite or SAP SF would be a great plus.
• Leadership Skills: Strong leadership and team management skills with the ability to motivate and inspire a multicultural team.
• Communication Skills: Excellent verbal and written communication skills with the ability to effectively communicate with technical and non-technical stakeholders.
• Problem-Solving Skills: Strong analytical and problem-solving skills with the ability to troubleshoot complex issues.
• Vendor Management: Experience in negotiating and managing vendor contracts and relationships.
• Fluency in English is mandatory. Good command of French, Spanish, or Portuguese would be a plus.

Additional Information:

QIMA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all countries with no geographical limitations. Our policy applies to all terms and conditions of employment including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Remote Work: Employment Type: Full-time

Key Skills: Anti Money Laundering, Account Management, Environmental Science, Channel Sales, Budgeting, Db2

Experience: years

Vacancy: 1

Le Wealth Management d’AXA France représente 35 mrds d’euros d’encours d’assurance et 4 mrds d’encours de crédit. Le Wealth Management propose une gamme d’offre élargie : Assurance Vie, Contrat de Capitalisation, PER, Epargne Financière, Crédit Patrimonial via AXA Banque, Immobilier via Drouot Estate et Prévoyance.

Rattaché à la direction des Partenariats Bancaires et des Réseaux Tiers, le Responsable Middle Office est chargé de coordonner et superviser l’ensemble des activités liées au Middle Office, de l’aspect commercial à la gestion administrative. Il/elle doit garantir la satisfaction des partenaires, apporter une qualité de service, développer des relations commerciales durables et assurer une gestion administrative fluide et conforme aux procédures d’AXA. Sous la Direction du Directeur des Partenariats, il/elle dirige une équipe de middle officer.

Les équipes du partenariat bancaire et de THEMA sont en charge de la distribution de l’offre patrimoniale AXA au travers des réseaux tiers et indépendants, dont notamment les Conseillers en Gestion de Patrimoine (CGP) et des banques.

1. Gestion d’une équipe de Middle Officer :
   • Accompagnement des partenaires, CGP, courtiers et partenaires bancaires.
   • Assurer la gestion et le suivi des demandes partenaires (par téléphone, par email).
   • Analyser et résoudre les réclamations et litiges partenaires/clients de manière efficace.
   • Suivre la satisfaction des partenaires et mettre en place des actions pour l’améliorer.
   • Former et encadrer une équipe de 7 collaborateurs.
   • Développer des processus et outils visant à améliorer l’expérience client.
   • Identifier et proposer des améliorations des processus internes pour optimiser la performance commerciale et opérationnelle.
2. Développement commercial :
   • Analyser les besoins des partenaires et proposer des solutions adaptées.
   • Mettre en œuvre avec la Direction Commerciale des actions commerciales pour atteindre les objectifs.
   • Assurer le suivi des offres commerciales et des contrats.
   • Maintenir une relation de confiance avec les partenaires existants pour fidéliser et aider au développement du portefeuille.
   • Accompagner, accueillir les nouveaux partenaires.
   • Piloter des projets transverses.
3. Gestion administrative et suivi des dossiers :
   • Superviser la mise en place administrative et commerciale des partenariats.
   • Garantir la qualité des documents commerciaux et administratifs mis à disposition des partenaires.
   • Suivre et contrôler les indicateurs de performance liés à la gestion commerciale et administrative.
   • Assurer la bonne transmission des informations entre les équipes commerciales et les services supports (Service Clients AWS, Direction Technique, Direction Financière, Direction Juridique…).
   • Assurer le reporting de l’activité et des résultats à la direction.
   • Assurer une montée en compétences de son équipe tant sur les différents produits (assurance, banque, crédit, immobilier, supports financiers) que sur les aspects de conformité et de reglementaire.
   • Animer, former, accompagner les partenaires et les équipes en interne sur nos outils digitaux (AWD).
   • Apporter son expertise en Assurance, en Banque, en Crédit, en Immobilier et supports financiers auprès des partenaires.

Nous recherchons un Responsable Middle Office passionné et engagé pour rejoindre notre équipe au sein du Wealth Management d’AXA France. Si vous êtes prêt(e) à relever ce défi et à contribuer à notre succès collectif, nous vous invitons à postuler !

• Vous maîtrisez les outils internes (Pack Office, CRM, AWD, PowerBI) et comprenez parfaitement les processus commerciaux et administratifs d'AXA, ce qui vous permettra d'intégrer rapidement notre équipe.
• Votre expérience en gestion de la relation client vous permet de gérer efficacement les réclamations et de construire des relations solides avec nos partenaires, tout en garantissant leur satisfaction.
• Vous avez une connaissance approfondie des produits d'Assurance Vie, de Capitalisation, de Banque (Épargne financière, Crédit Patrimonial), Immobilier et supports financiers, ainsi qu'une bonne compréhension de l'environnement juridique et fiscal.

• Vous êtes un leader naturel, avec une expérience en management qui vous permet d'animer et de motiver votre équipe.
• Vos excellentes capacités de communication et de négociation vous aident à établir des relations de confiance avec nos partenaires et à favoriser un climat collaboratif.
• Vous faites preuve d'écoute, de réactivité et de diplomatie, des qualités qui seront essentielles pour répondre aux attentes de nos partenaires.
• Votre rigueur et votre sens de l'organisation vous permettent de gérer les priorités tout en maintenant un haut niveau de qualité de service.
• Vous aimez travailler en équipe et avez la capacité de collaborer efficacement avec différents services pour piloter des projets transverses.
• Vous êtes autonome, proactif(ve) et prêt(e) à prendre des initiatives pour améliorer nos processus et la satisfaction de nos partenaires.

Si vous êtes motivé(e) à jouer un rôle clé dans notre équipe et à contribuer à l'évolution de notre activité, nous serions ravis de discuter de cette opportunité avec vous !

Notre raison d’être chez AXA ? Chaque jour, nous agissons ensemble pour le progrès humain en protégeant ce qui compte dans + de 50 pays. Accompagner près de 95 millions de clients à chaque étape de leur vie, une mission qui donne le sourire et envie de se lever le matin à nos employés et agents (+ de 145 000 dans le monde !)

Chez AXA, nous sommes riches de nos singularités et accueillons tous les profils dans leur diversité. Au-delà de mener une politique inclusive engagée, nous agissons au quotidien en tant qu’employeur citoyen et responsable pour des causes sociétales & environnementales. Ces ambitions vous parlent ? Alors rejoignez un des leaders de l’assurance et venez changer le monde avec nous !

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Nous sommes persuadés que pour bien prendre soin de nos clients, nous devons commencer par bien prendre soin de nos collaborateurs ! Les avantages que nous proposons à nos salariés sont nombreux.

Nous choisir, c’est bénéficier par exemple :

• D’un package de rémunération complet comprenant un salaire fixe, un complément de rémunération variable, des primes, de la participation et de l’intéressement, la possibilité d’acquérir des actions AXA, ou encore des solutions d’épargne avantageuses ;
• D’un cadre de travail flexible jusqu’à 3 jours de télétravail possible par semaine (selon profil du poste), des tickets restaurant pour les jours télétravaillés ou encore une participation à l’achat d’un écran ou fauteuil ergonomique ;
• D’une politique visant à concilier vie personnelle et vie professionnelle avec 28 jours de congés payés, entre 14 et 16 RTT selon les années, des formules de travail à temps partiel ou encore des jours d’absence rémunérées pour la rentrée scolaire ou un déménagement par exemple ;
• De la possibilité de s’engager pour une cause qui vous tient à cœur grâce à nos associations telles que AXA Atout Cœur, AXA Compétences Solidaires ou encore AXA Prévention ;
• Et bien plus encore ! Perspectives de développement des compétences et de carrières immenses, CE, conciergerie, offres privilèges, soutien en cas d’épreuve personnelle…On s’arrête là, la liste est longue !

Cloturée

Publiée le : 17/06/2025

Démarrage idéalement le : 30/06/2025

12 mois

Temps plein (5 jours / semaine)

Télétravail aménageable à discuter lors des entretiens

Secteur : Banque

Paris et région parisienne

TJM HT max 799 € (hors éventuels frais de mission, à discuter avec le client)

Minimum d'années d'expérience : 10

Recherche un Senior Project Manager spécialisé en Wealth Management pour mener à bien un projet d'onboarding d'une activité de gestion privée dans une plateforme de services.

Bilingue anglais obligatoire car des échanges quotidiens avec des équipes à l'étranger seront nécessaires pour cette mission.

Mission de 12 mois à temps plein sur Paris.