4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Obernai (67) (STRASBOURG, 67, FR, 67002)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio, delivering personalized patrimonial analyses, and coordinating with a network of partners to meet clients’ financial objectives. You will travel to clients’ homes or workplaces, provide tailored solutions across Allianz Vie, Allianz Banque, and Allianz Global Investors France products, and contribute to a pro-active sales approach.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Develop and manage a High End / Very High End client portfolio, expanding the client base through proactive outreach.
•Build and manage your network of partners and introducers to generate new business opportunities.
•Fidéaliser and accompany clients in defining their patrimonial objectives, offering tailored conseils and solutions using patrimonial balance tools (Big Expert).
•Interact as the sole point of contact for private clients, traveling to their home or place of work to deliver personalized financial guidance.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

•Minimum 3 years of experience in wealth management (Gestion de Patrimoine)
•Strong mastery of patrimonial analysis and specialized tools
•Ability to meet clients at their home or workplace with a needs-based sales approach
•Experience in developing and managing a high-end (Haut de Gamme/Très Haut de Gamme) client portfolios
•Ability to develop a network of partners and prescriptors and to advise on patrimonial objectives

Experience:3+ yearsWealth managementPatrimoineFinance

Skills:CommunicationPresentationClient relationshipNegotiationSales

Languages:French

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

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Obernai (67) (STRASBOURG, 67, FR, 67002)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Develop and manage a High End / Very High End client portfolio, expanding the client base through proactive outreach.
•Build and manage your network of partners and introducers to generate new business opportunities.
•Fidéaliser and accompany clients in defining their patrimonial objectives, offering tailored conseils and solutions using patrimonial balance tools (Big Expert).
•Interact as the sole point of contact for private clients, traveling to their home or place of work to deliver personalized financial guidance.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

•Minimum 3 years of experience in wealth management (Gestion de Patrimoine)
•Strong mastery of patrimonial analysis and specialized tools
•Ability to meet clients at their home or workplace with a needs-based sales approach
•Experience in developing and managing a high-end (Haut de Gamme/Très Haut de Gamme) client portfolios
•Ability to develop a network of partners and prescriptors and to advise on patrimonial objectives

Experience:3+ yearsWealth managementPatrimoineFinance

Skills:CommunicationPresentationClient relationshipNegotiationSales

Languages:French

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