Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint-Brieuc (22) (PLERIN, Côtes-d'Armor, FR, 22190)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship management","Negotiation","Customer service","Sales"]

Seeking an experienced wealth management advisor to service private and professional clients in a multi-specialist network. You will develop a high-net-worth portfolio, build a partner network, and provide tailored financial solutions using dedicated wealth management tools, meeting legislative and tax changes. You will travel to clients’ homes or workplaces to deliver personalized financial guidance.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint-Brieuc (22) (PLERIN, Côtes-d'Armor, FR, 22190)

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Last checked: 14 hours agoStatus: Live

Job Summary

Seeking an experienced wealth management advisor to service private and professional clients in a multi-specialist network. You will develop a high-net-worth portfolio, build a partner network, and provide tailored financial solutions using dedicated wealth management tools, meeting legislative and tax changes. You will travel to clients’ homes or workplaces to deliver personalized financial guidance.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and expand a portfolio of high and very high net worth clients through proactive prospecting and tailored wealth management strategies.
  • •Travel to client homes or workplaces to provide personalized advisory services and build strong client relationships.
  • •Liaise with a network of partners andreferrers to grow business and cross-sell Allianz products and services.
  • •Fideliser and accompany clients in defining and reviewing their wealth objectives, adapting to regulatory and fiscal changes.
  • •Provide bespoke wealth management advice and solutions using patrimonial assessment tools (Big Expert) to support clients’ financial goals.

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

  • •3+ years of experience in wealth management and a strong mastery of patrimonial analysis and dedicated tools
  • •ability to travel to clients’ homes or workplaces for meetings and personalized advice
  • •develop and manage a high-net-worth portfolio and expand the client base
  • •propose tailored patrimonial advice and solutions in response to evolving regulations and tax changes
  • •excellent client–facing skills and a proactive sales approach to drive growth
Experience:3+ yearsFinanceWealth managementPatrimoine
Skills:CommunicationRelationship managementNegotiationCustomer serviceSales
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