Predictis

About the Company

Predictis, filiale de Groupe Premium,1er courtier assurance-vie épargne de France ! Créé en 1997, et certifié ISO 9001, Predictis est spécialisé en solutions patrimoniales, épargne retraite, prévoyance et investissements immobiliers. Ses clients : professionnels (professions libérales, médicales, TNS) et particuliers. Predictis compte aujourd’hui plus de 450 conseillers patrimoniaux + de 150.000 clients, et des espaces de co-working partout en France. Vous êtes ambitieux(se), et doté(e) d’un excellent sens relationnel, vous avez le goût du challenge, et de l’atteinte de vos objectifs, alors n’hésitez plus et rejoignez notre réseau !

Listed Jobs

Company Name

Predictis

Job Title

Business developer MIA ( H/F)

Job Description

**Job Title** Business Developer MIA (H/F) **Role Summary** Prospect, acquire and develop a portfolio of private and professional clients for wealth‑management solutions. Provide tailored advice, implement investment strategies and ensure ongoing client satisfaction within a regulated financial environment. **Expactations** - Demonstrated success in sales or client‑management roles, preferably in finance or related sectors. - Ability to work independently while collaborating with a broader advisory network. - Commitment to continuous learning and attaining regulatory certifications (e.g., ORIAS). - Strong advocacy for client interests and ethical compliance. **Key Responsibilities** - Conduct active prospecting to build and grow a client base. - Conduct client needs assessments and design personalized wealth‑management strategies. - Execute and monitor investment, retirement, and insurance solutions over the client lifecycle. - Provide clear, compliant communication and regular progress updates. - Maintain accurate client records and adhere to regulatory reporting requirements. **Required Skills** - Commercial acumen and persuasive communication. - Relationship management and client‑service orientation. - Analytical thinking and problem‑solving. - Self‑directed, goal‑oriented, and disciplined in following up. - Proficiency with CRM systems and digital tools. **Required Education & Certifications** - Bachelor’s degree or higher in business, finance, economics, or related field (preferred but not mandatory). - ORIAS registration or willingness to obtain within 12 months. - Any additional relevant financial qualifications (e.g., FRM, CFA, AMF) considered an asset.

Lyon, France

Hybrid

15-01-2026