Conseiller Expérimenté en Gestion de Patrimoine H/F - Côtes - d'Armor (22) (PLERIN, Côtes-d'Armor, FR, 22190)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Customer-orientation","Negotiation"]

Experienced wealth management advisor in a multi-specialist network authenticating personalized financial solutions for private clients, traveling to client homes or workplaces, with a focus on asset analysis and bespoke patrimonial strategies within Allianz’s distributed advisory network.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Côtes - d'Armor (22) (PLERIN, Côtes-d'Armor, FR, 22190)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor in a multi-specialist network authenticating personalized financial solutions for private clients, traveling to client homes or workplaces, with a focus on asset analysis and bespoke patrimonial strategies within Allianz’s distributed advisory network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High End and Very High Net Worth clients through acquisition and relationship-building.
  • •Expand and manage your network of partners and introducers to drive referrals and assets under management.
  • •Maintain client relationships by guiding them through patrimonial reflections and defining their objectives.
  • •Provide tailored patrimonial advice and solutions aligned with clients' needs and changes in legislation and taxes using patrimonial balance tools.
  • •Act as the primary point of contact for private clients, delivering proactive, needs-based financial guidance on-site at clients' homes or workplaces.

Pay and Benefits

Perks:Learning Budget

Key Requirements

  • •At least 3 years of experience in wealth management (Gestion de Patrimoine) and a very strong mastery of patrimonial analysis and dedicated tools.
Experience:3+ yearsFinanceWealth managementPatrimony
Skills:CommunicationRelationship-buildingCustomer-orientationNegotiation

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