Allianz

3 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Marcellin (38) (GRENOBLE, 38, FR, 38000)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Experienced wealth management advisor in a multi-specialist Allianz network, delivering personalized patrimonial advice to private clients by visiting their home or workplace. Requires at least 3 years in wealth management, strong patrimonial analysis skills, and the ability to build and manage a high-net-worth portfolio with tailored solutions within Allianz’s suite of financial products.

Location: Grenoble

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and conquer a portfolio of High Net Worth and Very High Net Worth clients through proactive outreach and relationship building.
•Build and manage your network of partners and introducers to drive business development.
•Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux.
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux, à l’aide d’outils de bilans patrimoniaux (Big Expert).
•Interlocuteur unique d’une clientèle privée, se déplaçant au domicile ou sur le lieu de travail des clients.

Travel: Low travel

Key Requirements

•Minimum 3 years of experience in wealth management; strong mastery of patrimonial analysis and associated tools
•Ability to travel to client homes or workplaces and provide personalized advisory services
•Develop and manage a portfolio of High Net Worth and Very High Net Worth clients
•Provide tailored patrimonial advice and solutions aligned with client needs and evolving regulatory and tax changes
•Leverage Allianz’s suite of products and services (life, banking, asset management, real estate) to support client objectives

Experience:3+ yearsWealth managementPatrimoineFinancial planningClient advisory

Skills:CommunicationCustomer-serviceRelationship-buildingNegotiationProblem-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

Website LinkedIn

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Allianz

3 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Marcellin (38) (GRENOBLE, 38, FR, 38000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Grenoble

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and conquer a portfolio of High Net Worth and Very High Net Worth clients through proactive outreach and relationship building.
•Build and manage your network of partners and introducers to drive business development.
•Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux.
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux, à l’aide d’outils de bilans patrimoniaux (Big Expert).
•Interlocuteur unique d’une clientèle privée, se déplaçant au domicile ou sur le lieu de travail des clients.

Travel: Low travel

Key Requirements

•Minimum 3 years of experience in wealth management; strong mastery of patrimonial analysis and associated tools
•Ability to travel to client homes or workplaces and provide personalized advisory services
•Develop and manage a portfolio of High Net Worth and Very High Net Worth clients
•Provide tailored patrimonial advice and solutions aligned with client needs and evolving regulatory and tax changes
•Leverage Allianz’s suite of products and services (life, banking, asset management, real estate) to support client objectives

Experience:3+ yearsWealth managementPatrimoineFinancial planningClient advisory

Skills:CommunicationCustomer-serviceRelationship-buildingNegotiationProblem-solving

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn