Conseiller en Gestion de Patrimoine Expérimenté H/F - Versailles (78) (CHAMBOURCY, 78, FR, 78240)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Client relationship","Consultative selling","Empathy","Sales"]

Experienced Wealth Management Advisor to build and manage a high-net-worth client portfolio, delivering personalized patrimonial analysis and tailored financial solutions across life and asset planning. You will meet clients at home or at their workplace, develop a multichannel network of partners, and provide proactive guidance on evolving fiscal and regulatory changes within Allianz’s multi-specialist wealth network.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Versailles (78) (CHAMBOURCY, 78, FR, 78240)

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Job Summary

Experienced Wealth Management Advisor to build and manage a high-net-worth client portfolio, delivering personalized patrimonial analysis and tailored financial solutions across life and asset planning. You will meet clients at home or at their workplace, develop a multichannel network of partners, and provide proactive guidance on evolving fiscal and regulatory changes within Allianz’s multi-specialist wealth network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a portfolio of High Net Worth and Very High Net Worth clients with personalized patrimony solutions
  • •Build and manage your network of partners and prescriptors to grow client base and referrals
  • •Fidelize and support clients in defining their patrimonial objectives and adapting plans to regulatory and tax changes
  • •Provide tailored patrimonial advice and solutions using patrimonial balancing tools to meet client needs
  • •Act as the single point of contact for private clients, visiting them at their home or workplace and delivering a proactive, needs-based approach
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management with a strong mastery of patrimonial analysis and dedicated tools
  • •experience advising high-net-worth private and professional clients with tailored patrimonial solutions
  • •ability to develop and manage a portfolio and network of partners and prescriptors
  • •proficiency with tools such as Big Expert and up-to-date knowledge of fiscal and legislative changes affecting patrimony
  • •willingness to visit clients at home or on site and travel as needed
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationClient relationshipConsultative sellingEmpathySales
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