Succession Manager
France
Full Time
3 hours ago
$40,000 - $45,000 EUR
No H1B
About this role
Role Overview
- Lead and structure the Succession unit
- Draft, optimize and deploy the 'Succession' process
- Design and update written procedures, letter templates and tracking tools
- Ensure harmonization and rollout of practices at the national level
- Implement performance indicators and provide regular reporting
- Supervise, lead and support the Île‑de‑France Succession team
- Allocate cases, set priorities and ensure deadlines are met
- Support skills development and training of team members
- Oversee the processing of succession cases
- Handle complex or high‑stake cases directly
- Identify cases entrusted to Wealth Management Advisors (CGP) and ensure their dedicated follow‑up
- Ensure dashboards are kept up to date
- Support beneficiaries throughout the succession process
- Ensure high quality client relationships and beneficiary satisfaction
- Contribute to preserving and reusing capital from estates
- Ensure the transfer of files to Wealth Management Advisors
Requirements
- Degree in law, wealth management or insurance
- Proven experience in handling succession/estate matters
- Initial experience in team management
- Strong legal, tax and administrative expertise in succession matters
- Ability to operate in demanding and regulated environments
- Rigour, excellent organizational skills and sound decision‑making ability
- Proficiency with O2S Harvest
- Good command of Excel
- IAS professional qualifications/experience appreciated
Benefits
- Gift vouchers
- Supplementary health insurance (mutuelle)
- Training
- RTT (additional time off days)
- 50% public transport reimbursement
- Company seminar
- Meal vouchers