Conseiller Expérimenté en Gestion de Patrimoine H/F - Tarbes (65) (TARBES, 65, FR, 65000)

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

Experienced wealth management advisor role in Tarbes, joining Allianz’s multi-specialist network in patrimony and protection sociale. You will guide private clients with on-site visits or at their workplace, develop a high-end asset portfolio, and provide tailored patrimonial solutions using dedicated tools, with at least 3 years in wealth management and strong analytical skills.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Tarbes (65) (TARBES, 65, FR, 65000)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role in Tarbes, joining Allianz’s multi-specialist network in patrimony and protection sociale. You will guide private clients with on-site visits or at their workplace, develop a high-end asset portfolio, and provide tailored patrimonial solutions using dedicated tools, with at least 3 years in wealth management and strong analytical skills.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop by conquest a portfolio of High-End and Very High-End clients and manage relationships with them
  • •Develop and manage your network of partners and referrers
  • •Retain and accompany clients in their patrimonial reflections and definitions of objectives
  • •Propose personalized patrimonial advice and tailored solutions adapted to needs and to legislative/tax changes using patrimonial balance tools (Big Expert)
  • •Interact as the sole interlocutor for private clients, delivering proximate, personalized advice and a proactive sales approach

Pay and Benefits

Perks:Health InsuranceRetirementPensionSavings Plan

Key Requirements

  • •Minimum 3 years of experience in Gestion de Patrimoine (wealth management)
  • •Very strong mastery of patrimonial analysis and dedicated tools
  • •Experience advising private clients with a proximate, personalized approach (home/workplace visits)
  • •Ability to develop and manage a high-end client portfolio and partner networks
  • •Strong sales mindset and client-centric approach to meet patrimonial objectives
Experience:3+ yearsFinanceWealth managementPatrimoine
Skills:CommunicationInterpersonalProblem-solvingNegotiationCustomer 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