Conseiller en Gestion de Patrimoine Expérimenté H/F - Colmar (68) (MULHOUSE, 68, FR, 68100)

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

Experienced Wealth Management Advisor responsible for developing a high-end client portfolio, delivering tailored patrimonial solutions, and advising private clients at their residence or workplace. Will act as the primary contact for privileged clients, leveraging Allianz’s range of family of services and tools to meet evolving financial and legal needs.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Colmar (68) (MULHOUSE, 68, FR, 68100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor responsible for developing a high-end client portfolio, delivering tailored patrimonial solutions, and advising private clients at their residence or workplace. Will act as the primary contact for privileged clients, leveraging Allianz’s range of family of services and tools to meet evolving financial and legal needs.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a high-end/very high-end client portfolio through proactive acquisition and servicing.
  • •Build and manage your network of partners and referrers to support client goals.
  • •Retain and guide clients in defining their patrimonial objectives and needed strategies.
  • •Provide tailored patrimonial advice and solutions using tools like Big Expert to address regulatory and fiscal changes.
  • •Serve as the sole point of contact for a private client base, delivering personalized service at client locations or on-site.

Key Requirements

  • •3+ years of experience in Wealth Management
  • •strong mastery of patrimonial analysis and specialized tools
  • •experience advising high-end clients and building a portfolio
  • •ability to visit clients at their home or place of work and provide tailored, needs-based guidance
  • •proven ability to develop and manage a high-end client network and partnerships
Experience:3-3 yearsWealth managementFinancial services
Skills:CommunicationNegotiationCustomer focusRelationship-buildingProblem-solving
Languages:French

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