Conseiller Expérimenté en Gestion de Patrimoine H/F - Périgueux (24) (BOULAZAC, 24, FR, 24750)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Customer focus","Negotiation","Interpersonal","Presentation"]

Experienced wealth management advisor tasked with developing high-end portfolios and delivering personalized financial solutions. You’ll engage with private clients at their homes or workplaces, build a Haut de Gamme client base, and collaborate with Allianz’s multi-specialist network to tailor investment, retirement, and protection strategies.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Périgueux (24) (BOULAZAC, 24, FR, 24750)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor tasked with developing high-end portfolios and delivering personalized financial solutions. You’ll engage with private clients at their homes or workplaces, build a Haut de Gamme client base, and collaborate with Allianz’s multi-specialist network to tailor investment, retirement, and protection strategies.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High-End and Very High End clients through proactive outreach and strategic engagement.
  • •Build and manage your network of partners and referents to expand the client base.
  • •Fidelyse and support clients in shaping and defining their patrimonial objectives, adapting recommendations to legislative and fiscal changes.
  • •Provide tailored patrimonial advice and solutions using patrimonial assessment tools (Big Expert) and Allianz product suites (life, savings, retirement, real estate, etc.).
  • •Serve as the sole point of contact for private clients, delivering proximate, personalized service and a need-based sales approach.
Travel: Low travel

Key Requirements

  • •Minimum 3 years of experience in wealth management with strong patrimonial analysis skills and proficiency with dedicated tools (Big Expert)
  • •Ability todevelop and manage relationships with high-net-worth clients at their home or workplace
  • •Proven ability to identify client needs, propose tailored patrimonial solutions, and adapt to regulatory and fiscal changes
  • •Strong interpersonal, communication, and negotiation skills with a client-centred approach
  • •Fluency in French and local knowledge of the market and products offered by Allianz (Vie, Banque, IMMOVALOR, etc.)
Experience:3+ yearsWealth managementFinancial planningAsset management
Skills:CommunicationCustomer focusNegotiationInterpersonalPresentation
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