4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - La Baule (44) (ORVAULT, 44, FR, 44700)

✓ 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 responsible for developing a high-net-worth client portfolio, delivering personalized patrimonial advice, and building a local client network. You will work with private clients, visiting their homes or workplaces, and leverage Allianz’s wealth management tools to propose tailored financial solutions in a multi-specialist patrimony network.

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 effective needs-based selling.
•Build and manage a network of partners and prescribers to expand client reach.
•Retain and guide clients in clarifying and defining their patrimonial objectives with tailored advice.
•Provide personalized patrimonial solutions using tools and balance sheets tied to legislative and fiscal changes.
•Serve as the sole point of contact for private clients, delivering proactive, proximate service at their preferred location.

Key Requirements

•At least 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Ability to meet clients at their home or workplace for personalized advice
•Experience with high-net-worth clients and a client-centric sales approach
•Fluent French (and ability to communicate clearly with clients)

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship managementNegotiationCustomer focusProblem-solving

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - La Baule (44) (ORVAULT, 44, FR, 44700)

✓ 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: 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 effective needs-based selling.
•Build and manage a network of partners and prescribers to expand client reach.
•Retain and guide clients in clarifying and defining their patrimonial objectives with tailored advice.
•Provide personalized patrimonial solutions using tools and balance sheets tied to legislative and fiscal changes.
•Serve as the sole point of contact for private clients, delivering proactive, proximate service at their preferred location.

Key Requirements

•At least 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Ability to meet clients at their home or workplace for personalized advice
•Experience with high-net-worth clients and a client-centric sales approach
•Fluent French (and ability to communicate clearly with clients)

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship managementNegotiationCustomer focusProblem-solving

Languages:French

Tech Stack:Big Expert

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