2 months ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 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

Website LinkedIn

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Allianz

2 months ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn