Conseiller en Gestion de Patrimoine Expérimenté H/F - Maubeuge (59) (BEZANNES, 51, FR, 51340)

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

Seasoned wealth management advisor within Allianz’s multi-specialist network, responsible for building and managing a high-end client portfolio, delivering personalized patrimonial analyses, and providing tailored financial solutions across life, savings, and investment products. Willing to travel to clients’ homes or workplaces, develop partnerships, and leverage Allianz’s full product suite to meet client objectives.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Maubeuge (59) (BEZANNES, 51, FR, 51340)

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Job Summary

Seasoned wealth management advisor within Allianz’s multi-specialist network, responsible for building and managing a high-end client portfolio, delivering personalized patrimonial analyses, and providing tailored financial solutions across life, savings, and investment products. Willing to travel to clients’ homes or workplaces, develop partnerships, and leverage Allianz’s full product suite to meet client objectives.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a high-end to UHNW client portfolio; deliver personalized patrimonial advice and solutions using the full Allianz range of products.
  • •Expand the client base by developing a network of partners and referees while maintaining proximity-based service by visiting clients at home or at their workplace.
  • •Fidelity and guidance of clients in determining patrimonial objectives and adapting strategies to tax and regulatory changes.
  • •Provide tailored patrimonial solutions (savings, investments, retirement, real estate) aligned with clients’ needs and using patrimonial balance tools (Big Expert).
  • •Act as the primary point of contact for private clients, ensuring proactive, needs-based financial planning and ongoing client relationship management.
Travel: Low travel

Key Requirements

  • •Minimum 3 years' experience in wealth management with strong patrimonial analysis skills and proficiency with dedicated tools.
Experience:3+ yearsWealth managementPatrimonyFinancial planning
Skills:CommunicationClient relationshipNegotiationProblem-solving

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