Conseiller Expérimenté en Gestion de Patrimoine H/F - Lorient (56) (QUIMPER, 29, FR, 29000)

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

Experienced wealth management advisor focusing on high-net-worth clients, delivering personalized patrimonial assessments and financial solutions across on-site client visits. You will develop a premium client portfolio, leverage Allianz’s multi-service offerings, and collaborate with a network of partners to meet evolving client goals.

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Allianz
Allianz
3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Lorient (56) (QUIMPER, 29, FR, 29000)

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Last checked: 21 hours agoStatus: Live

Job Summary

Experienced wealth management advisor focusing on high-net-worth clients, delivering personalized patrimonial assessments and financial solutions across on-site client visits. You will develop a premium client portfolio, leverage Allianz’s multi-service offerings, and collaborate with a network of partners to meet evolving client goals.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Ultra High Net Worth clients through proactive prospecting and relationship building.
  • •Provide personalized patrimonial advice by visiting clients at their home or workplace and leveraging a needs-based sales approach.
  • •Propose tailored patrimonial solutions across Allianz’s life insurance, retirement, savings, property, and related services using dedicated tools (Big Expert).
  • •Foster close collaboration with Allianz Vie, Allianz Banque, Allianz Global Investors France, and other group experts to deliver holistic financial strategies.
  • •Build and sustain a network of partners and referrers to expand the client base and loyalty.

Key Requirements

  • •3+ years of experience in wealth management or patrimonial advisory
  • •strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •ability to advise clients through visits at their home or workplace and build a personalized, needs-based financial plan
  • •excellent customer relationship skills with a focus on high-net-worth clientele
  • •proactive network-building including partners and referees to develop a premium client portfolio
Experience:3+ yearsWealth managementPatrimonial analysisFinancial advisory
Skills:CommunicationRelationship managementProblem-solving
Languages:French
Tech Stack:Big ExpertAllianz VieAllianz BanqueAllianz Global Investors France

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