Conseiller Expérimenté en Gestion de Patrimoine H/F - La Rochelle (17) (LA ROCHELLE, 17, FR, 17000)
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship management","Client focus","Negotiation","Sales"]Experienced wealth management advisor responsible for developing and managing a high-net-worth client portfolio, delivering personalized patrimonial advice, and working with Allianz’s expert networks to offer holistic financial solutions. The role involves visiting clients at their homes or workplaces, building a local client base in La Rochelle and leveraging Allianz products and tools to tailor strategies.
