4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Avranches (50) (SAINT LÔ, 50, FR, 50000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Experienced wealth management advisor with at least 3 years in wealth management. You will advise private clients, develop high-end portfolios, build a network of partners, and deliver tailored wealth solutions using dedicated assessment tools, visiting clients at their homes or workplaces.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and conquer a portfolio of High End and Very High End clients through proactive outreach and meetings at client locations
•Develop and manage your network of partners and referrers to drive business growth
•Retain and guide clients in defining their wealth objectives and tailor advisory solutions to evolving regulatory and tax changes using wealth assessment tools
•Provide personalized wealth management advice and bespoke solutions aligned with client needs and lifecycle, leveraging Allianz suite of products
•Support seamless delivery of wealth advisory services within Allianz Distribution, Allianz Expertise & Conseil network

Travel: Low travel

Key Requirements

•Must have at least 3 years of experience in wealth management and strong mastery of patrimonial analysis and dedicated tools
•Experience in developing and managing a high-end client portfolio (Haut de Gamme)
•Ability to travel to client locations (home or work site) for personalized advice
•Strong interpersonal and sales skills with a needs-based approach
• fluency in French and ability to work within Allianz products and lines (insurance, asset management, banking)

Experience:3+ yearsFinancePatrimoineWealth management

Skills:CommunicationRelationship buildingSalesClient managementPresentation

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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Avranches (50) (SAINT LÔ, 50, FR, 50000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and conquer a portfolio of High End and Very High End clients through proactive outreach and meetings at client locations
•Develop and manage your network of partners and referrers to drive business growth
•Retain and guide clients in defining their wealth objectives and tailor advisory solutions to evolving regulatory and tax changes using wealth assessment tools
•Provide personalized wealth management advice and bespoke solutions aligned with client needs and lifecycle, leveraging Allianz suite of products
•Support seamless delivery of wealth advisory services within Allianz Distribution, Allianz Expertise & Conseil network

Travel: Low travel

Key Requirements

•Must have at least 3 years of experience in wealth management and strong mastery of patrimonial analysis and dedicated tools
•Experience in developing and managing a high-end client portfolio (Haut de Gamme)
•Ability to travel to client locations (home or work site) for personalized advice
•Strong interpersonal and sales skills with a needs-based approach
• fluency in French and ability to work within Allianz products and lines (insurance, asset management, banking)

Experience:3+ yearsFinancePatrimoineWealth management

Skills:CommunicationRelationship buildingSalesClient managementPresentation

Languages:French

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