Conseiller en Gestion de Patrimoine Expérimenté H/F - Clermont-Ferrand (63) (VICHY, 03, FR, 03200)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Presentation","Negotiation","Customer focus"]

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio, delivering personalized patrimonial guidance, and expanding the advisor network. You’ll visit clients at home or their workplace, use dedicated tools for patrimonial analysis, and contribute to a multi-specialist wealth management and protection services network.

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Allianz
Allianz
4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Clermont-Ferrand (63) (VICHY, 03, FR, 03200)

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Last checked: 19 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio, delivering personalized patrimonial guidance, and expanding the advisor network. You’ll visit clients at home or their workplace, use dedicated tools for patrimonial analysis, and contribute to a multi-specialist wealth management and protection services network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and manage a high-end client portfolio with tailored wealth management solutions.
  • •Expand and manage your network of partners and prescribers to grow the client base.
  • •Fidéliser and guide clients in shaping their patrimonial objectives and adapting to regulatory changes.
  • •Provide personalized patrimonial advice and implement bespoke solutions using patrimonial analysis tools (Big Expert).
  • •Act as the primary interlocutor for private clients, meeting them at home or at their workplace and delivering proactive, needs-based financial guidance.

Key Requirements

  • •3+ years of experience in Gestion de Patrimoine and strong mastery of patrimonial analysis and dedicated tools
  • •Experience advising private and professional clients with a client-centric, needs-based sales approach
  • •Willingness to travel to clients’ homes or places of work for consultations
  • •Ability to develop and manage a high-end client portfolio and build a network of partners and prescribers
  • •Strong interpersonal and communication skills with the ability to tailor financial solutions to regulatory and tax changes
Experience:3+ yearsFinanceWealth managementBanking
Skills:CommunicationRelationship-buildingPresentationNegotiationCustomer focus
Languages:French
Tech Stack:Big Expert

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