Conseiller en Gestion de Patrimoine Expérimenté H/F - Hauts de Seine (92) (PARIS, 75, FR, 75017)

Allianz
Paris, Germany
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship management","Client focus","Negotiation","Planning"]

Rattaché à la distribution Allianz Expertise et Conseil, vous conseillez une clientèle privée en gestion de patrimoine, développez et fidélisez un portefeuille Haut de Gamme, et proposez des solutions patrimoniales sur-mesure. Vous intervenez au domicile ou sur le lieu de travail des clients, avec une approche centrée sur leurs besoins et une communication adaptée, en s’appuyant sur les expertises du groupe.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Hauts de Seine (92) (PARIS, 75, FR, 75017)

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Last checked: 17 hours agoStatus: Live

Job Summary

Rattaché à la distribution Allianz Expertise et Conseil, vous conseillez une clientèle privée en gestion de patrimoine, développez et fidélisez un portefeuille Haut de Gamme, et proposez des solutions patrimoniales sur-mesure. Vous intervenez au domicile ou sur le lieu de travail des clients, avec une approche centrée sur leurs besoins et une communication adaptée, en s’appuyant sur les expertises du groupe.
Location: Paris, Germany
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a high-end client portfolio of Private and Ultra-High-Net-Worth clients with a proactive, needs-based advisory approach.
  • •Expand and manage your network of partners and referees to drive business development.
  • •Fidélite and support clients in defining their wealth objectives and strategies, adjusting plans to regulatory and tax changes.
  • •Provide customized patrimonial advice and solutions using Allianz Vida/Banque/Investors tools (e.g., Big Expert) and coordinated group expertise.
  • •Serve as the sole interlocutor for a private client base, delivering on-site or at-home consultations and personalized guidance.

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

  • •3+ years experience in wealth management with strong ability in patrimonial analysis and use of dedicated tools
  • •experience in advising private or professional clients with proximity-based service
  • •ability to develop and manage a high-end portfolio and to build a network of partners and referrers
  • •capability to tailor financial and patrimonial solutions to regulatory and fiscal changes
  • •excellent interpersonal skills to conduct client meetings at home or work locations
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship managementClient focusNegotiationPlanning
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