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

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

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.

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FursaFursa
Allianz
Allianz
5 months ago

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

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Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

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
WebsiteLinkedIn