Conseiller en Gestion de Patrimoine Expérimenté H/F - Arras (62) (FR)

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

This experienced wealth management advisor role focuses on building a high-end client portfolio, delivering personalized patrimonial solutions, and expanding the partner network. You will travel to clients’ homes or workplaces, conduct in-depth patrimonial analyses, and leverage Allianz expert tools to guide clients through changing fiscal and regulatory landscapes.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Arras (62) (FR)

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Last checked: 16 hours agoStatus: Live

Job Summary

This experienced wealth management advisor role focuses on building a high-end client portfolio, delivering personalized patrimonial solutions, and expanding the partner network. You will travel to clients’ homes or workplaces, conduct in-depth patrimonial analyses, and leverage Allianz expert tools to guide clients through changing fiscal and regulatory landscapes.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of Haut de Gamme et Très Haut de Gamme clients through a proximity-based advisory approach.
  • •Develop and manage your network of partners and prescriptors to grow business.
  • •Fidéliser and accompany clients in defining patrimonial objectives and adapting to regulatory and tax changes.
  • •Provide tailored patrimonial advice and solutions using patrimonial balance tools (Big Expert).
  • •Serve as the main interlocutor for private clients, delivering personalised service at their home or workplace.

Pay and Benefits

Perks:Health InsuranceRetirementTraining

Key Requirements

  • •At least 3 years of experience in Gestion de Patrimoine (wealth management)
  • •Strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •Ability to meet clients at their home or workplace and provide personalised, needs-based advice
  • •Proven ability to develop and manage a portfolio of High-End/Very High End clients and to grow a partner network
  • •Ability to tailor financial advice and patrimonial solutions to clients’ needs and regulatory changes
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship-buildingNegotiationCustomer focusProblem-solving
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