Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint-Didier-sous-Aubenas (07) (SAINT DIDIER SOUS AUBENAS, 07, FR, 07200)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Interpersonal","Negotiation","Relationship building","Problem-solving"]

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial insights, and providing close, on-site client service. You will build relationships with private clients, manage a network of partners, and use Allianz tools to tailor financial solutions across savings, investments, and property products.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint-Didier-sous-Aubenas (07) (SAINT DIDIER SOUS AUBENAS, 07, FR, 07200)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial insights, and providing close, on-site client service. You will build relationships with private clients, manage a network of partners, and use Allianz tools to tailor financial solutions across savings, investments, and property products.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Director level

Key Responsibilities

  • •Develop and manage a high-end client portfolio through proactive prospecting and relationship management.
  • •Provide personalized patrimonial advice and solutions tailored to client needs, using patrimonial analysis tools.
  • •Act as the single point of contact for private clients, delivering on-site or home-based consultations and building lasting client relationships.
  • •Develop and manage a network of partners and prescriptors to grow the client base and cross-sell Allianz products.
  • •Support clients in defining objectives and staying compliant with legislative and tax changes using Allianz tools (Big Expert).
  • •travel
Travel: Low travel

Key Requirements

  • •3+ years of experience in Wealth Management and strong mastery of patrimonial analysis and dedicated tools
  • •experience advising private or high-net-worth clients
  • •ability to travel to clients' homes or workplaces for consultations
  • •proven ability to develop and manage a portfolio and to establish a client network of partnerships and referrers
  • •knowledge of savings, investments, life insurance, retirement and real estate products within Allianz offering
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationInterpersonalNegotiationRelationship buildingProblem-solving
Languages:French
Tech Stack:Big ExpertAllianz tools

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn