Allianz

1 month ago

Consultor Financiero - COFI (MADRID, M, ES, 28043)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Directly market investment funds to clients within the Wealth Management area, develop and supervise financial agents, provide ongoing training on financial products, support daily commercial activities, and monitor campaigns and business results in a hybrid Madrid office.

Location: Madrid

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: Insurance & Actuarial

Key Responsibilities

•Directly market investment funds to clients and manage Wealth Management activities.
•Promote, develop and supervise Financial Agents within Wealth Management networks.
•Provide training and product knowledge support to internal and external networks.
•Offer commercial and operational support in day-to-day activities and monitor performance.
•Track figures, campaigns and business results to drive growth.

Pay and Benefits

Perks:Remote WorkDiscounts

Key Requirements

•University degree or higher professional training (valued)
•MiFID certification in force
•Minimum 2 years experience as Financial Advisor or similar roles
•Strong commercial orientation and negotiation/data analysis skills
•Excellent communication and influencing abilities; change management, strategic vision and innovation; English level B2+

Experience:2+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationNegotiationInfluenceChange managementPresentation

Certifications:MiFID

Languages:SpanishEnglish

Tech Stack:ExcelData analysis

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

1 month ago

Consultor Financiero - COFI (MADRID, M, ES, 28043)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Madrid

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: Insurance & Actuarial

Key Responsibilities

•Directly market investment funds to clients and manage Wealth Management activities.
•Promote, develop and supervise Financial Agents within Wealth Management networks.
•Provide training and product knowledge support to internal and external networks.
•Offer commercial and operational support in day-to-day activities and monitor performance.
•Track figures, campaigns and business results to drive growth.

Pay and Benefits

Perks:Remote WorkDiscounts

Key Requirements

•University degree or higher professional training (valued)
•MiFID certification in force
•Minimum 2 years experience as Financial Advisor or similar roles
•Strong commercial orientation and negotiation/data analysis skills
•Excellent communication and influencing abilities; change management, strategic vision and innovation; English level B2+

Experience:2+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationNegotiationInfluenceChange managementPresentation

Certifications:MiFID

Languages:SpanishEnglish

Tech Stack:ExcelData analysis

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