Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Châteauroux (36) (CHATEAUROUX, 36, FR, 36000)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Conseiller(e) expérimenté(e) en Gestion de Patrimoine, vous apporterez des conseils personnalisés et des solutions patrimoniales sur-mesure, destinés à une clientèle privée et professionnelle. Vous développerez et gérerez un portefeuille haut de gamme, rayonnant sur le territoire et réaliserez des analyses patrimoniales approfondies avec les outils dédiés, tout en vous déplaçant chez vos clients.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Develop and expand a portfolio of high-end and ultra-high-net-worth clients.
•Develop and manage your network of partners and prescribers to grow business.
•Retain and support clients in articulating and defining their patrimonial objectives.
•Provide tailored patrimonial advice and solutions aligned with regulatory changes, leveraging patrimonial assessment tools (Big Expert).
•Represent Allianz by delivering near-client, proactive financial guidance and building lasting client relationships.

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis and dedicated tools
•manage and grow a portfolio of high-end clients
•ability to visit clients at their home or workplace
•proactive, client-oriented advisory approach

Experience:3+ yearsWealth managementPatrimonial analysis

Skills:Client relationBusiness developmentSalesConsulting

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

Website LinkedIn

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Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Châteauroux (36) (CHATEAUROUX, 36, FR, 36000)

✓ 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

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Develop and expand a portfolio of high-end and ultra-high-net-worth clients.
•Develop and manage your network of partners and prescribers to grow business.
•Retain and support clients in articulating and defining their patrimonial objectives.
•Provide tailored patrimonial advice and solutions aligned with regulatory changes, leveraging patrimonial assessment tools (Big Expert).
•Represent Allianz by delivering near-client, proactive financial guidance and building lasting client relationships.

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis and dedicated tools
•manage and grow a portfolio of high-end clients
•ability to visit clients at their home or workplace
•proactive, client-oriented advisory approach

Experience:3+ yearsWealth managementPatrimonial analysis

Skills:Client relationBusiness developmentSalesConsulting

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn