Conseiller en Gestion de Patrimoine Expérimenté H/F - Aurillac (15) (SAINT FLOUR, 15, FR, 15100)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship building","Client advisory"]

Experienced wealth management advisor responsible for developing a high-end client portfolio, providing personalized patrimonial advice, and building a proximate service approach by visiting clients at home or workplace, leveraging Allianz’s multi-specialist wealth management network.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Aurillac (15) (SAINT FLOUR, 15, FR, 15100)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, providing personalized patrimonial advice, and building a proximate service approach by visiting clients at home or workplace, leveraging Allianz’s multi-specialist wealth management network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a portfolio of High End and Very High End clients.
  • •Manage and grow your network of partners and referrers.
  • •Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux évolutions législatives et fiscales.
  • •Intervenir en tant qu interlocuteur unique et conseiller les clients sur les produits Allianz Vie, Banque, G.I. France et autres actifs du groupe.

Key Requirements

  • •Minimum of 3 years of experience in wealth management
  • •Strong mastery of patrimonial analysis and dedicated tools
  • •Experience delivering advisory services to private individuals or professional clients
  • •Ability to develop and manage a high-end/high-net-worth client portfolio
  • •Proven ability to build a network of partners and introducers and to tailor financial solutions
Experience:3+ yearsFinanceWealth managementInsurance
Skills:CommunicationRelationship buildingClient advisory

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