Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Claude (39) (BESANCON, 25, FR, 25000)

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

Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering tailored patrimonial analysis and solutions. Travel to client homes or workplaces is typical, with a client-focused sales approach and collaboration across Allianz’s wealth and financial services expertise to meet evolving regulatory and fiscal changes.

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Allianz
Allianz
4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Claude (39) (BESANCON, 25, FR, 25000)

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Last checked: 12 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering tailored patrimonial analysis and solutions. Travel to client homes or workplaces is typical, with a client-focused sales approach and collaboration across Allianz’s wealth and financial services expertise to meet evolving regulatory and fiscal changes.
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, focusing on wealth management solutions
  • •Expand the network of partners and referrers to grow the client base
  • •Fidelize and guide clients in defining patrimonial objectives and adapting solutions to changes in laws and taxes
  • •Offer tailored patrimonial advice using dedicated tools and a needs-based sales approach
  • •Serve as the sole main point of contact for private clients, delivering personalized, proximate advice at clients’ homes or workplaces

Pay and Benefits

Perks:Health InsuranceRetirementLearning BudgetPension

Key Requirements

  • •3+ years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools (Big Expert)
  • •Ability to visit clients at their home or workplace and provide personalized advisory services
  • •Proven experience developing and managing a high-end/high-net-worth client portfolio
  • •Strong knowledge of financial products and services across Allianz Vie, Allianz Banque, Allianz Global Investors France, and related areas
  • •Excellent client relationship and needs-based selling approach
Experience:3+ yearsWealth management
Skills:CommunicationCustomer relationshipPresentationNegotiationProblem-solving
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