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

Allianz
Grenoble
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Negotiation","Client relations","Sales"]

Experienced wealth-management advisor with at least 3 years in patrimoine management, providing on-site or at-client-home financial guidance. You'll develop high-net-worth portfolios, expand partner networks, and offer tailored patrimonial solutions using dedicated tools, while engaging clients with proactive, needs-based sales approaches across Allianz’s multi-specialist wealth and protection services.

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Allianz
Allianz
6 months ago

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

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth-management advisor with at least 3 years in patrimoine management, providing on-site or at-client-home financial guidance. You'll develop high-net-worth portfolios, expand partner networks, and offer tailored patrimonial solutions using dedicated tools, while engaging clients with proactive, needs-based sales approaches across Allianz’s multi-specialist wealth and protection services.
Location: Grenoble
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Very High Net Worth clients through proactive prospecting and referrals.
  • •Manage and expand your professional network of partners and prescribers to drive client acquisition and retention.
  • •Provide personalized patrimonial advice and solutions tailored to clients’ needs, considering legislative and fiscal changes using patrimonial balance tools.
  • •Act as the sole interlocutor for private clients, delivering proximity-based consulting at the client’s home or workplace.
  • •Contribute to Allianz’s integrated wealth and financial services by leveraging the group’s life, savings, banking, and investment capabilities to meet client objectives.

Pay and Benefits

Perks:Health InsuranceRetirementTrainingSalary Savings

Key Requirements

  • •3+ years experience in wealth management (Gestion de Patrimoine)
  • •strong mastery of patrimonial analysis and dedicated tools
  • •experience advising private clients at their home or workplace
  • •ability to develop a portfolio of High Net Worth and Very High Net Worth clients
  • •proven ability to build and manage a network of partners and referral sources
Experience:3+ yearsFinanceWealth managementPatrimoine
Skills:CommunicationNegotiationClient relationsSales
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