Bienvenue chez Teora, filiale de Natixis Wealth Management, le courtier du groupe BPCE d’assurance vie en architecture ouverte !
Chez Teora, filiale à 100 % de Natixis Wealth Management (la Banque privée de Natixis), nous concevons et mettons en oeuvre des solutions d’assurance vie sur-mesure pour nos 3 clients :
> notre société mère - la banque privée Natixis Wealth Management –
> la clientèle Gestion privée et Banque privée des Banques populaires et des Caisses d’Epargne.
Filiale de NATIXIS, Teora fait partie du groupe BPCE, 2e acteur bancaire en France, qui lui offre solidité et sécurité. Elle compte 48 collaborateurs et gère près de 9 milliards d’euros.
Notre ambition : accompagner nos 3 clients précités en leur proposant les meilleures solutions en assurance vie/ capi et de sous-jacents en gestion financière dans les différentes classes d’actifs pour leur permettre de répondre aux enjeux patrimoniaux de leurs clients aisés et ainsi les fidéliser.
Notre état d’esprit : équipe agile, soudée et engagée, notre état d’esprit entrepreneurial est notre dénominateur commun et fait la différence. Chez Teora, nos talents et notre motivation sont nos premiers atouts : rejoignez-nous et vous donnerez du sens à votre projet professionnel.
You join our team, which is looking for a Customer Relationship Manager, for an apprenticeship of 1 year from the September 2026.
In collaboration with your tutor, your main tasks will be:
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To handle, analyze and process requests received within the scope of the service or assign them to the right recipient;
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To receive calls from sales representatives of the BPCE Network and Natixis Wealth Management by qualifying the request, analyzing it while providing an exhaustive response;
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To participate in achieving the quality objective and managing customer telephone hotlines;
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To accompany salespeople in the handling of digital tools and encourage their use
#FinanceTransformative
You evolve in an international and inclusive environment, promoting collaboration with concrete missions and a real impact.
We will accompany you throughout your experience with us so that you can learn and develop your skills by working alongside experienced professionals.
You also have the opportunity to commit yourself in favor of society and causes that are dear to your heart through our corporate foundation.
In addition to an attractive salary calculated according to your training and level of education, you benefit from the reimbursement of your transport ticket up to 60%, paid leave, access to the company’s restaurant as well as health and welfare coverage.
You will also benefit from the profit-sharing and/or participation in proportion to your attendance time.
You will also have access to the works council.
Student at the BAC+5 level, you are preparing a degree (university, business school or engineering school), with a specialization in Life Insurance or Wealth Management/Engineering.
You like human contacts and you have a good listening ability.
You are recognized for your writing skills and your analytical and synthesis skills.
You are adaptable, customer-oriented and comfortable in communication.
You are respectful of the rules and procedures and you like working in a team.
For a better treatment of your application, we thank you for indicating on your resume the type of contract (apprenticeship or professionalization) that your school offers as well as the pace of work-study.
You will be contacted by one of our recruiters before meeting our business experts.
An ideal moment of exchange to highlight your personality as well as your project.
