Conseiller Expérimenté en Gestion de Patrimoine H/F - Marcq-en-Barœul (59) (FR)

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

Experienced Wealth Management Advisor responsible for overseeing a high-end client portfolio, providing personalized patrimonial advice, and expanding the client base through a network of partners. You will work with private clients at their home or workplace, delivering tailored financial solutions with a consultative, needs-based sales approach within Allianz’s multi-specialist wealth management network.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Marcq-en-Barœul (59) (FR)

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Last checked: 14 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor responsible for overseeing a high-end client portfolio, providing personalized patrimonial advice, and expanding the client base through a network of partners. You will work with private clients at their home or workplace, delivering tailored financial solutions with a consultative, needs-based sales approach within Allianz’s multi-specialist wealth management network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop by conquest a portfolio of High-End and Ultra High Net Worth clients.
  • •Develop and manage your network of partners and introducers.
  • •Retain and accompany clients in refining and defining their patrimonial objectives.
  • •Propose tailored patrimonial advice and solutions adapted to their needs and to changes in legislation and taxes using patrimonial balance tools (Big Expert).

Pay and Benefits

Perks:Health InsuranceRetirementTraining

Key Requirements

  • •3+ years of experience in Wealth Management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •experience advising clients at their home or workplace
  • •ability to develop and manage a high-end client portfolio
  • •build and manage a network of partners and prescribers
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship-buildingNegotiationCustomer focusProblem-solving
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
WebsiteLinkedIn