Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint Quentin (02) (BEZANNES, 51, FR, 51340)

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

We are seeking an experienced Wealth Management Advisor to join Allianz’s multi-specialist Distribution network. You will manage a high-end/private client portfolio, develop partner networks, and deliver tailored wealth and protection solutions. The role requires field-based client consultations at home or on-site, leveraging Allianz’s suite of financial products to help clients achieve their long-term patrimonial goals.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint Quentin (02) (BEZANNES, 51, FR, 51340)

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Job Summary

We are seeking an experienced Wealth Management Advisor to join Allianz’s multi-specialist Distribution network. You will manage a high-end/private client portfolio, develop partner networks, and deliver tailored wealth and protection solutions. The role requires field-based client consultations at home or on-site, leveraging Allianz’s suite of financial products to help clients achieve their long-term patrimonial goals.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Ultra High Net Worth clients.
  • •Develop and manage your network of partners and introducers.
  • •Retain and accompany clients in defining and achieving their patrimonial objectives with tailored advice.
  • •Provide bespoke patrimonial solutions and advice aligned with legislative and fiscal changes using patrimonial balance tools (Big Expert).
  • •Act as the primary point of contact for private clients, delivering proximate, personalized guidance at the client’s home or workplace.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceRetirementSavings Plan

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •demonstrated ability to develop and manage a high-end client portfolio
  • •proven experience in client-facing financial advisory and need-based solution selling
  • •ability to travel to clients’ homes or workplaces when required
Experience:3+ yearsWealth management
Skills:Client relationshipCommunicationProblem-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