RH Partners
3 hours ago
Head of Investment Products M/F
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Company information
- Company
- RH Partners
- Location
- Toulouse, Occitanie, France France
- Posted
- 3 hours ago
Job description
Starting from €38 K depending on experience - 2 days of remote work possible
For 34 years, Finzzle group (330 employees) with its headquarters in Toulouse has been offering investment solutions to individuals throughout France via a network of over 4100 independent consultants, enabling them to secure their future and that of their loved ones. Thanks to its ethical and rigorous approach, based on mutual trust, transparency, and proximity, the Group has convinced and supported nearly 180,000 clients, thus contributing to democratizing access to investment products, previously reserved for affluent clientele, among the general public. With €3.4 billion in assets under management, Finzzle group is today one of the leaders in wealth management in France.
Historically, its activities revolve around the distribution of wealth management solutions and services provided to consultants, including training, animation, and support.
Stellium Placement is the group's commercial brand that offers a comprehensive range of financial placement solutions (savings, real estate, and tax solutions), selected independently from the largest market players.
As part of a replacement, we are looking for a Head of Investment Products M/F for its Product Engineering and Development department (6 people).
Your role is to contribute to the construction and evolution of the range of solutions (savings, capital investment, provident insurance, retirement, SCPI...) and to the commercialization of these solutions through the network of consultants.
As such, you will be responsible for:
Participating in the design, analysis, and evolution of the product range by carrying out the necessary technical studies and ensuring the compliance of files;
Managing the launch of new products and ensuring their implementation in compliance with internal procedures and defined deadlines;
Ensuring the operational monitoring of products, the reliability of processes, documentation, and associated management systems;
Ensuring the updating of the offering in line with regulatory and normative evolutions and market needs;
Contributing to sales development by participating in communication and information actions, by leading training or awareness sessions on products;
Participating in the monitoring of relations with partners (insurers, management companies) and coordinating technical exchanges;
Becoming the internal technical reference and the primary contact for the sales force on social, fiscal, and wealth management issues for professional clients (self-employed, liberal professions, business leaders) and on the range of wealth and financial solutions to offer them.
For this position, we are looking for a profile with a Master's degree (Bac+5) in wealth management or finance with at least 5 years of experience in a similar role overseeing activities related to technical, regulatory compliance, and fiscal aspects of financial placement (independent financial advisor networks, banking, or insurance, distribution platforms).
You have a good knowledge of financial products and master in particular the main wealth management solutions for professionals (employee savings plans, provident insurance, retirement, wealth optimization schemes).
We offer you a varied role that combines financial and wealth management expertise, product strategy, partner relations, and support for commercial development, where your knowledge of wealth management solutions can translate concretely into the proposed offering and its deployment within a structured distribution network.
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Required skills
- remote work
- product development
- training
- finance
- wealth management
- financial planning
- product management
- regulatory compliance
- master's degree
- sales support
- partnerships
- financial markets
- self-employed
- distribution platforms
- financial advisor
- retirement planning
- investment products
- insurance companies
- provident insurance
- business leaders
- management companies
- savings products
- professional clients
- capital investment
- scpi
- fiscal matters
- liberal professions
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