Conseiller en Gestion de Patrimoine Expérimenté H/F - Dunkerque (59) (COQUELLES, 62, FR, 62231)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Interpersonal skills","Client focus"]

Experienced wealth management advisor responsible for developing a high-end client portfolio and delivering personalized patrimonial solutions. You will act as the primary contact for private clients, travel to client homes or workplaces, build a partner network, and leverage Allianz’s suite of financial products to meet clients’ evolving patrimonial goals.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Dunkerque (59) (COQUELLES, 62, FR, 62231)

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Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio and delivering personalized patrimonial solutions. You will act as the primary contact for private clients, travel to client homes or workplaces, build a partner network, and leverage Allianz’s suite of financial products to meet clients’ evolving patrimonial goals.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Ultra High Net Worth clients through proactive outreach and tailored patrimonial strategies
  • •Build and manage your network of partners and referral sources to expand client base
  • •Fidéliser and accompany clients in defining their patrimonial objectives and reviewing strategies
  • •Propose customized patrimonial advice and solutions aligned with clients’ evolving needs and regulatory changes using patrimonial balance tools (Big Expert)
  • •Serve as the sole point of contact for private clients, delivering personalized consultation at clients’ homes or workplaces
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceRetirementPensionEmployee Savings

Key Requirements

  • •At least 3 years of experience in wealth management with strong patrimonial analysis skills
  • •Proven ability to assess clients’ patrimonial needs and propose tailored solutions using designated tools (Big Expert)
  • •Experience advising private or professional clients, with a client-centric approach and needs-based selling
  • •Willingness to travel to clients’ homes or workplaces and conduct meetings on-site
  • •Strong communication and interpersonal skills in a client-facing role
Experience:3+ yearsFinanceWealth managementBanking
Skills:CommunicationInterpersonal skillsClient focus
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