Conseiller Expérimenté en Gestion de Patrimoine H/F - Vannes (56) (VANNES, 56, FR, 56000)

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

Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering personalized financial guidance, and coordinating with Allianz’s product specialists. You will travel to clients’ homes or workplaces, develop networks of partners, and provide tailored patrimonial solutions using Allianz’s suite of life, banking and asset management offerings.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Vannes (56) (VANNES, 56, FR, 56000)

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Job Summary

Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering personalized financial guidance, and coordinating with Allianz’s product specialists. You will travel to clients’ homes or workplaces, develop networks of partners, and provide tailored patrimonial solutions using Allianz’s suite of life, banking and asset management offerings.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High End and Very High End clients through prospecting and relationship-building.
  • •Build and manage your network of partners and prescribers to expand client base.
  • •Loyalize and guide clients in defining their patrimonial objectives and risk tolerance.
  • •Provide bespoke patrimonial advice and solutions aligned with clients’ needs and changes in regulations and tax laws using patrimonial balance tools (Big Expert).
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •proven ability to advise private or professional clients with personalized financial solutions
  • •strong knowledge of Allianz life and financial services products (life, banking, asset management)
  • •excellent interpersonal and client-facing skills with a focus on proximity advisory, including at clients’ homes or workplaces
  • •ability to develop and manage a high-end client portfolio and to network with partner and referral sources
Experience:3+ yearsWealth managementFinancial planningPatrimoine
Skills:CommunicationRelationship-buildingSalesProblem-solving
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
WebsiteLinkedIn