4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Bourbon-Lançy (71) (CHALON SUR SAONE, 71, FR, 71100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Experienced wealth management advisor to develop and manage a high-end client portfolio, delivering personalized patrimonial advice and solutions across Life & Financial Services. You’ll meet clients at their homes or workplaces, build a regional network of partners, and leverage Allianz’s expertise to help clients meet evolving fiscal and regulatory changes.

Location: Sur

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 referrers
•Retain and support clients in defining their patrimonial objectives
•Provide tailored patrimonial advice and solutions aligned with regulatory/legislative changes using patrimonial balance tools (Big Expert)
•Act as the sole point of contact for private clients, offering proximate and personalized guidance at their home or workplace

Key Requirements

•Minimum of 3 years of experience in wealth management
•Very good mastery of patrimonial analysis and dedicated tools
•Experience delivering personalized wealth advice to private/professional clients
•Ability to develop and manage a high-end client portfolio and to build a network of partners
•Proactive and client-oriented sales approach with a needs-based methodology

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship managementSalesNegotiation

Tech Stack:Big ExpertPatrimonial analysis tools

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 Expérimenté en Gestion de Patrimoine H/F - Bourbon-Lançy (71) (CHALON SUR SAONE, 71, FR, 71100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Sur

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 referrers
•Retain and support clients in defining their patrimonial objectives
•Provide tailored patrimonial advice and solutions aligned with regulatory/legislative changes using patrimonial balance tools (Big Expert)
•Act as the sole point of contact for private clients, offering proximate and personalized guidance at their home or workplace

Key Requirements

•Minimum of 3 years of experience in wealth management
•Very good mastery of patrimonial analysis and dedicated tools
•Experience delivering personalized wealth advice to private/professional clients
•Ability to develop and manage a high-end client portfolio and to build a network of partners
•Proactive and client-oriented sales approach with a needs-based methodology

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship managementSalesNegotiation

Tech Stack:Big ExpertPatrimonial analysis tools

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