Allianz

4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Aix les bains (73) (CHALLES-LES-EAUX, 73, FR, 73190)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimony analyses, and providing tailored financial solutions across Allianz’s multi-specialist wealth management network. Will travel to client locations, build a close, needs-based advisory relationship, and leverage Allianz group services to meet clients’ patrimonial objectives.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop and grow a portfolio of high-end and ultra-high-net-worth clients through proactive outreach and partner networks.
•Manage and expand your network of partners and referrers to support client acquisition and retention.
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux et proposer des conseils et solutions sur-mesure.
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux évolutions législatives et fiscales, en utilisant les outils de bilans patrimoniaux (Big Expert).
•Acter l’interlocuteur unique pour une clientèle privée et délivrer un conseil de proximité en se déplaçant chez le client ou sur son lieu de travail.

Key Requirements

•At least 3 years of experience in wealth management with strong mastery of patrimony analysis and dedicated tools.
•Proven ability to develop and manage a portfolio of high-end clients (Haut de Gamme & Très Haut de Gamme) through proactive outreach and relationship building.
•Strong advisory skills with a client-centric approach, including needs-based selling and a prospective outlook.
•Experience as a trusted interlocutor visiting clients at home or workplace and delivering personalized financial solutions.
•Fluent French; ability to work in a team within Allianz Expertise et Conseil and collaborate with Allianz Vie, Allianz Banque, and other Allianz financial services.

Experience:3+ yearsWealth managementPatrimonyFinancial services

Skills:CommunicationNegotiationRelationship managementClient advisorySales

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

Website LinkedIn

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Allianz

4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Aix les bains (73) (CHALLES-LES-EAUX, 73, FR, 73190)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop and grow a portfolio of high-end and ultra-high-net-worth clients through proactive outreach and partner networks.
•Manage and expand your network of partners and referrers to support client acquisition and retention.
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux et proposer des conseils et solutions sur-mesure.
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux évolutions législatives et fiscales, en utilisant les outils de bilans patrimoniaux (Big Expert).
•Acter l’interlocuteur unique pour une clientèle privée et délivrer un conseil de proximité en se déplaçant chez le client ou sur son lieu de travail.

Key Requirements

•At least 3 years of experience in wealth management with strong mastery of patrimony analysis and dedicated tools.
•Proven ability to develop and manage a portfolio of high-end clients (Haut de Gamme & Très Haut de Gamme) through proactive outreach and relationship building.
•Strong advisory skills with a client-centric approach, including needs-based selling and a prospective outlook.
•Experience as a trusted interlocutor visiting clients at home or workplace and delivering personalized financial solutions.
•Fluent French; ability to work in a team within Allianz Expertise et Conseil and collaborate with Allianz Vie, Allianz Banque, and other Allianz financial services.

Experience:3+ yearsWealth managementPatrimonyFinancial services

Skills:CommunicationNegotiationRelationship managementClient advisorySales

Languages:French

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