Conseiller en Gestion de Patrimoine Expérimenté H/F - Calais (62) (COQUELLES, 62, FR, 62231)

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

Experienced wealth management advisor focused on high-net-worth clients, delivering personalized patrimonial planning and products across Allianz’s multi-specialist network. Travel to clients’ homes or workplaces, build portfolios, develop partner networks, and guide clients through legislative and fiscal changes using dedicated tools to tailor solutions.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Calais (62) (COQUELLES, 62, FR, 62231)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor focused on high-net-worth clients, delivering personalized patrimonial planning and products across Allianz’s multi-specialist network. Travel to clients’ homes or workplaces, build portfolios, develop partner networks, and guide clients through legislative and fiscal changes using dedicated tools to tailor solutions.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop and grow a portfolio of High End / Very High End clients with tailored patrimonial solutions
  • •Develop and manage your network of partners and prescribers
  • •Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptés à leurs besoins et aux changements législatifs et fiscaux
  • •Interlocutor unique for private clients, meeting at client home or workplace

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

  • •At least 3 years of experience in wealth management
  • •Very good mastery of patrimonial analysis and dedicated tools
  • •Experience mediating with private clients and delivering tailored patrimonial advice
  • •Ability to develop and manage a portfolio for high-end clients
  • •Proven ability to develop and manage networks of partners and referees
Experience:3+ yearsWealth managementPatrimonyProtective social protection
Skills:CommunicationNegotiationCustomer focusRelationship building
Languages:French

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