Conseiller.ère Prévoyance et Pension (H/F) - Département Patrimonial
Join to apply for the Conseiller.ère Prévoyance et Pension (H/F) - Département Patrimonial role at CBC Banque & Assurance.
Responsibilities include:
* Being the reference point for added value and advice on Prévoyance and Pensions within the Private Banking Market.
* Maximizing the use of the Perspectives d’avenir program in Private Banking through facilitation, close support of Private Bankers, and handling client-facing dossiers.
* Supporting Private Bankers by developing and monitoring death insurance cases.
* Mastering the patrimonial aspects of various insurance types and pension systems to inform colleagues and clients effectively.
Your mission:
* Serve as the reference for advice on Prévoyance and Pensions in Private Banking.
* Optimize the Perspectives d’avenir program, including technical and legal support, and direct client reports.
* Develop and support products related to prevision (insurance, group, specific IARD).
* Provide internal training, external conferences, and content marketing.
* Maintain knowledge through research and contacts with sector experts.
Your profile:
* Bachelor's or master's degree in actuarial science, insurance law, or equivalent experience of at least 3 years.
* Knowledge of insurance products, social security, and pension legislation.
* Good organizational skills, curiosity, initiative, and proactive problem-solving abilities.
* Strong client relationship skills, pedagogical ability, and attention to detail.
* Excellent communication skills and proficiency in Dutch.
What we offer:
* A human-sized, accessible bank with a modern, digital approach.
* An agile, open company culture promoting teamwork, coworking, and teleworking.
* Career development with training, internal mobility, and a supportive environment.
* Commitment to sustainability and societal engagement.
* An attractive salary package with flexible components and benefits.
Join us in advancing our environmental commitments and contributing to societal goals. If you need assistance or accommodations, please inform us to facilitate your application or work environment.
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