Conseiller Expérimenté en Gestion de Patrimoine H/F - Toulouse (31) (TOULOUSE, 31, FR, 31000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship management","Customer focus","Negotiation","Problem-solving"]

Enrich your career as an experienced wealth management advisor at Allianz, serving private and professional clients in a multi-specialist wealth management network. You’ll develop a high-end client portfolio, analyze patrimony with specialist tools, and build a trusted advisory relationship, delivering personalized financial solutions and proactive guidance at client homes or their workplace.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Toulouse (31) (TOULOUSE, 31, FR, 31000)

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Last checked: 17 hours agoStatus: Live

Job Summary

Enrich your career as an experienced wealth management advisor at Allianz, serving private and professional clients in a multi-specialist wealth management network. You’ll develop a high-end client portfolio, analyze patrimony with specialist tools, and build a trusted advisory relationship, delivering personalized financial solutions and proactive guidance at client homes or their workplace.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Very High Net Worth clients.
  • •Develop and manage your network of partners and prescribers.
  • •Fidéliser 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.
  • •Interlocuteur unique d’une clientèle privée et conseil personnalisé basé sur une approche des besoins et une vision prospective.

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanAnnual Bonus

Key Requirements

  • •Minimum 3 years of experience in wealth management with strong patrimonial analysis skills and proficiency with dedicated tools (Big Expert)
  • •Ability to develop and manage a portfolio of High Net Worth / Very High Net Worth clients
  • •Experience advising clients at their home or workplace with needs-based sales approach
  • •Strong client relationship skills and a proactive, personalized advisory style
  • •Ability to develop and manage a partner and referral network in the wealth management space
Experience:3+ yearsWealth managementFinance
Education:Bachelor's
Skills:CommunicationRelationship managementCustomer focusNegotiationProblem-solving
Languages:French
Tech Stack:Big ExpertPatrimonial analysis

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