Conseiller Expérimenté en Gestion de Patrimoine H/F - Dieppe (76) (FR)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship management","Negotiation","Client service"]

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio. You will conduct patrimonial analyses, use specialized tools, and meet clients at their home or workplace, while expanding the distribution network and tailoring financial solutions to evolving regulations and client needs.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Dieppe (76) (FR)

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Last checked: 2 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio. You will conduct patrimonial analyses, use specialized tools, and meet clients at their home or workplace, while expanding the distribution network and tailoring financial solutions to evolving regulations and client needs.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and expand a portfolio of Haut de Gamme and Très Haut de Gamme clients through targeted acquisition
  • •Manage and grow your network of partners and prescriptors
  • •Fidelize and guide clients in defining their patrimonial objectives and strategies
  • •Provide tailored patrimonial advice and solutions using dedicated tools and regular updates on regulatory and fiscal changes
  • •Act as the primary point of contact for private clients, delivering personalized service at their home or workplace

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •ability to travel to client homes or workplaces for meetings
  • •develop and manage a portfolio of high-end and very high-end clients
  • •provide customized patrimonial advice and solutions aligned with regulatory changes
Experience:3+ yearsPatrimoineWealth managementFinance
Skills:CommunicationRelationship managementNegotiationClient service
Languages:French
Tech Stack:Big ExpertPatrimonial analysis 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