Numbr Lille

Company Name: Numbr Lille
Job Title: Assistant commercial en gestion de patrimoine H/F - Nancy
Job Description: Job Title: Commercial Assistant in Wealth Management Role Summary: Support wealth management advisors in developing and implementing tailored solutions for clients. Focus on administrative and client-related tasks to ensure compliance and operational efficiency. Expectations: Bachelor’s degree in customer service, banking, insurance, or wealth management; prior customer service or financial sector experience preferred. Candidates should demonstrate client-focused communication, attention to detail, and organizational skills. Key Responsibilities: - Assist advisors in creating client files, updating records, and ensuring compliance (e.g., identity verification, proof of address). - Process routine financial operations while adhering to regulatory standards and internal procedures. - Provide administrative support for contract management and client inquiries. - Coordinate client follow-up and maintain administrative documentation. Required Skills: Client communication, financial operations basics, compliance awareness, organization, and multitasking in a fast-paced environment. Required Education & Certifications: Bachelor’s degree in client services, banking, insurance, or wealth management; relevant certifications not specified.

Épinal, France

Hybrid

26-01-2026

Company Name: Numbr Lille
Job Title: Conseiller en gestion de patrimoine - Paris (F/H)
Job Description: Job Title: Wealth Management Advisor Role Summary: Provide tailored wealth management and investment advisory services to business leaders, primarily owners of very small enterprises. Manage client portfolios, conduct comprehensive asset diagnostics, develop optimization strategies, and maintain ongoing relationships to deliver measurable value. Expectations: - Deliver clear, concise explanations of complex financial concepts to clients. - Maintain accurate, up‑to‑date knowledge of financial markets and economic developments. - Demonstrate commercial drive and persuasive communication to win and retain clients. - Collaborate effectively with internal experts to create customized solutions. - Uphold high standards of client satisfaction through regular, personalized engagement. Key Responsibilities: - Perform thorough wealth diagnostics and identify optimization opportunities. - Advise clients on investment decisions across real estate, financial instruments, and insurance products. - Continuously monitor market trends and regulatory changes to recommend timely, innovative solutions. - Work closely with internal specialists to formulate bespoke client recommendations. - Conduct regular portfolio reviews, ensuring alignment with client objectives and satisfaction. Required Skills: - Strong analytical and problem‑solving ability. - Excellent written and verbal communication skills. - Ability to simplify complex financial information for non‑technical audiences. - Commercial awareness and client‑facing acumen. - Proficiency in digital financial tools (e.g., Tiime) is an asset. Required Education & Certifications: - Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline. - Professional certifications in wealth management or finance (e.g., CFA, Certified Wealth Manager, PAC) preferred.

Paris, France

Hybrid

26-01-2026

Company Name: Numbr Lille
Job Title: Conseiller en assurance junior - Epinal H/F
Job Description: **Job Title:** Junior Insurance Advisor **Role Summary:** Administrative and client‑service specialist supporting the growth of a specialist insurance brokerage focused on social protection and executive remuneration optimization. Provide a consultative experience to directors and self‑employed professionals while maintaining accurate, compliant client records and assisting senior advisers with contract administration. --- **Expectations** - Proactive, client‑focused, and detail‑oriented. - Ability to work independently while collaborating with a team of approximately 15 professionals. - Commitment to continuous learning of insurance products and regulatory updates. --- **Key Responsibilities** - Offer ongoing consultative support to directors and independent professionals, guiding them through insurance solutions. - Maintain and update client dossiers, ensuring documentation (identity, address, contracts) is complete and compliant with internal procedures and legal standards. - Process routine insurance operations, including policy changes, renewals, and claims initiatives. - Provide administrative assistance to senior advisers, preparing contract documents and responding to client inquiries. - Monitor insurance workflow to meet deadlines and service level agreements. - Participate in compliance audits and contribute to the improvement of internal processes. --- **Required Skills** - Strong client‑service and communication abilities (written and oral). - High organizational and time‑management skills. - Competence with Microsoft Office and database systems; familiarity with digital platforms for insurance administration. - Analytical mindset and problem‑solving aptitude. - Ability to interpret insurance regulations and ensure statutory compliance. - Team orientation coupled with independent work ethic. --- **Required Education & Certifications** - Bachelor’s degree or equivalent in Finance, Business Administration, Insurance, or related field. - Prior experience in client relations, banking, or insurance administration (1–2 years preferred). - Knowledge of insurance products (life, health, professional liability) or willingness to undergo training. - Valid professional license or certification (e.g., CAI, AFCIA) is an advantage but not mandatory.

Épinal, France

Hybrid

Junior

26-01-2026

Company Name: Numbr Lille
Job Title: Assistant commercial en gestion de patrimoine H/F - Epinal
Job Description: **Job Title** Assistant Commercial in Wealth Management (H/F) **Role Summary** Support the Wealth Management Advisor in providing tailored asset‑management solutions for entrepreneurs and independent professionals. Manage client files, administrative processes, and ensure compliance with internal procedures and regulatory requirements. Contribute to the advisor’s client advisory cycle by handling day‑to‑day operational tasks and maintaining high client satisfaction. **Expectations** - Maintain an active, consultative relationship with client profile (entrepreneurs, self‑employed). - Demonstrate professionalism, accuracy, and confidentiality in handling sensitive client information. - Work independently and collaboratively within the wealth‑management team and other departments. - Uphold regulatory and compliance standards at all times. - Show initiative and a willingness to learn advanced wealth‑management tools and practices. **Key Responsibilities** - Assist in the design and implementation of wealth‑management strategies. - Prepare, verify, and update client dossiers, ensuring all documents (IDs, proof of address, etc.) are compliant. - Process routine operations (transaction processing, contract updates) following internal SOPs. - Provide administrative support to advisors: schedule meetings, prepare documents, respond to client inquiries. - Maintain accurate records in the firm’s CRM and portfolio management systems. - Participate in ongoing compliance audits and training sessions. **Required Skills** - Strong client‑service orientation and communication skills. - Detail‑oriented with excellent organizational and multitasking abilities. - Proficiency in Microsoft Office (Excel, Word, PowerPoint). - Comfort with CRM and basic financial software. - Ability to uphold confidentiality and handle sensitive information. - Team player with proactive problem‑solving attitude. **Required Education & Certifications** - Bachelor’s degree or equivalent in Finance, Banking, Insurance, Client Relations, or Wealth Management. - Prior experience in client‑relations, banking, insurance, or wealth‑management support preferred. - Basic understanding of wealth‑management concepts and regulatory environment is advantageous.

Épinal, France

Hybrid

26-01-2026

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