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

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

Experienced wealth management advisor with a proven track record, responsible for developing a high-net-worth client portfolio, advising on personalized patrimonial solutions, and expanding the network of partners, while servicing private clients at their homes or workplaces in the Nantes area.

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Allianz
Allianz
6 months ago

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

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor with a proven track record, responsible for developing a high-net-worth client portfolio, advising on personalized patrimonial solutions, and expanding the network of partners, while servicing private clients at their homes or workplaces in the Nantes area.
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 private and very high-net-worth clients with tailored patrimonial solutions.
  • •Expand and manage your network of partners and prescribers to support client needs.
  • •Be the sole interlocutor for clients, providing proactive, needs-based financial guidance and ongoing advisory support.
  • •Fidéaliser and guide clients in setting patrimonial objectives and monitoring progress.
  • •Provide bespoke patrimonial advice and solutions aligned with regulatory and fiscal changes using patrimonial balance tools (Big Expert).

Key Requirements

  • •At least 3 years of experience in wealth management and a very strong mastery of patrimonial analysis and dedicated tools.
  • •Ability to develop and manage a portfolio of high-net-worth clients.
  • •Proven experience in advising and delivering tailored financial solutions and plans.
  • •Strong client-facing skills, with a proactive, needs-based sales approach.
  • •Willingness to travel to meet clients at their home or workplace as part of the role.
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship buildingAdvisorySales
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