Responsibilities include processing succession files, managing relationships with all stakeholders such as heirs, agencies, notaries, insurance companies, and identifying opportunities for capital reinvestment. Specifically focused on handling back-office tasks related to inheritance management, ensuring smooth and efficient processing of complex financial transitions.
Candidates must have a BAC+2 degree or equivalent, with at least one year of experience in retail banking or back-office banking/insurance. Essential skills include knowledge of banking products for individuals and professionals, understanding of legal and fiscal aspects of inheritances, strong organizational abilities, and proficiency in office tools. Candidates should be autonomous, rigorous, and demonstrate excellent customer service and interpersonal skills.
Joining Société Générale offers significant career development opportunities, with potential to acquire expertise in an innovative and growing domain. The bank provides numerous benefits including flexible telework days, competitive compensation, performance bonuses, additional holidays, meal vouchers, banking advantages, health insurance, and a supportive work environment that values team spirit, diversity, and professional growth.
