Salary Savings and Retirement Financial Advisor (F/H) - NIE

Salary Savings and Retirement Financial Advisor (F/H) - NIE

• Permanent
• 18329
• Caen

Company Description

We are the salary savings and retirement division of Groupe BPCE, the second largest banking player in France and a universal cooperative bank that finances over 21% of the French economy. A pioneer in salary and retirement savings in France, we are now a leader in responsible corporate savings.

We are the trusted partner of over 100,000 companies of all sizes, supporting them in the implementation and management of their salary and retirement savings plans, serving more than 3.7 million French savers.

Since our inception, innovation has been part of our team's DNA. We always stay a step ahead, made possible by our complete mastery of our operational and technological model. Our teams, entirely based in France, ensure performance and quality at the highest level of excellence, to satisfy our corporate clients, their employees, our distributors, and our partners.

Fully committed to our societal role, we support the development of meaningful savings, to generate a positive global impact and foster transitions towards a more sustainable and inclusive world.

We leverage the richness and diversity of the best expertise from Natixis Investment Managers, one of the international leaders in active management. Thus, we offer efficient, sustainable, and the most recognized salary and retirement savings schemes on the market.

We are convinced that value sharing is the best solution to align the interests of shareholders, executives, and their employees, in service of the company's performance.

*Natixis Interépargne - 12/31/2024.*

** Natixis Interépargne, on the podium of the Corbeilles Mieux Vivre Votre Argent for 10 years.

Job Description

As part of the deployment of a new activity and job creation, you join the Outreach Relationship team, within the Client Relations and Services Department. As a Salary and Retirement Savings Financial Advisor, you will play a key role in the development of a new financial investment advice offer, thus enriching our support offer dedicated to savers.

On a daily basis, your tasks are to:

• Develop investment strategies over-measure, taking into account the client’s investor profile, financial goals, and sustainability preferences;
• Propose adapted management allowances on the different funds available in its employee savings and retirement scheme (PEE / PER);
• Develop and optimize client assets;
• Providing insights into the macroeconomic environment and financial market trends and news, enabling savers to make informed decisions;
• Share your expertise on payroll and retirement savings taxation, providing clear and precise explanations to help clients optimize their savings;
• Explain the different employee savings and retirement mechanisms, ensuring clients fully understand their options.

You work in an international environment, within a community of experts who put excellence, impact and collective action at the heart of everything they do.

#TransformativeFinance

This position is based in Caen with the possibility to telecommute.

As a Top Employer, we place our employees at the center of our attention. Internal mobility, career development and training devices allow you to grow and flourish throughout your journey.

You are evolving in a hybrid, inclusive and collaborative work environment.

You also have the opportunity to commit yourself in favor of society and causes that are dear to your heart via our corporate foundation.

You will be contacted by one of our recruiters before meeting our business experts (manager, team member or business line).

Required Skills/Qualifications/Experience

About you: If you recognize yourself in the following description, you are made to work with us! With a higher education, you have at least 5 years of experience in advisory roles on financial instruments. Ideally, you have experience in the field of employee savings, retirement or asset management. You have the AMF certification.

You master:

• The macroeconomic and financial environment;
• Financial instruments (FCPE, SICAV, etc.);
• Employee savings and supplementary retirement products;
• The legal and tax aspects of employee savings and supplementary retirement;
• Savings products in general (life insurance, PEA, etc.);
• Negotiation techniques.

You have excellent interpersonal skills, a very good ability to listen, you are:

• Able to analyze customer needs and make personalized recommendations;
• Passionate about customer relations.