4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Concarneau (29) (QUIMPER, 29, FR, 29000)

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Conseiller expérimenté en Gestion de Patrimoine rejoignant le réseau Allianz Expertise et Conseil. Vous développerez et gérerez un portefeuille haut de gamme, conseillez des solutions patrimoniales sur-mesure, et intervenez chez les clients au domicile ou sur leur lieu de travail, en coordonnant réseau et partenaires pour optimiser les objectifs financiers et fiscaux.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop a portfolio of High End and Very High End clients through proactive conquest
•Develop and manage your network of partners and referral sources
•Retain and support clients in evaluating and defining their patrimonial objectives
•Offer tailored patrimonial advice and solutions aligned with clients’ needs and regulatory/fiscal changes using patrimonial balance tools
•Serve as the sole interlocutor for a private clientele, visiting clients at home or at work and delivering personalized advisory with a needs-based approach

Key Requirements

•Expérience significative dans la Gestion de Patrimoine, idéalement au moins 3 ans
•Très bonne maîtrise de l’analyse patrimoniale et des outils dédiés
•Capacité à conseiller et à développer un portefeuille de clients privés et professionnels
•Aisance relationnelle et proximité client (déplacements chez le client ou sur son lieu de travail)
•Esprit commercial et capacité à travailler en réseau avec des partenaires et prescripteurs

Experience:3+ yearsFinanceWealth managementPatrimoineConsulting

Skills:CommunicationRelationship buildingNegotiationClient focusPresentation

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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Concarneau (29) (QUIMPER, 29, FR, 29000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop a portfolio of High End and Very High End clients through proactive conquest
•Develop and manage your network of partners and referral sources
•Retain and support clients in evaluating and defining their patrimonial objectives
•Offer tailored patrimonial advice and solutions aligned with clients’ needs and regulatory/fiscal changes using patrimonial balance tools
•Serve as the sole interlocutor for a private clientele, visiting clients at home or at work and delivering personalized advisory with a needs-based approach

Key Requirements

•Expérience significative dans la Gestion de Patrimoine, idéalement au moins 3 ans
•Très bonne maîtrise de l’analyse patrimoniale et des outils dédiés
•Capacité à conseiller et à développer un portefeuille de clients privés et professionnels
•Aisance relationnelle et proximité client (déplacements chez le client ou sur son lieu de travail)
•Esprit commercial et capacité à travailler en réseau avec des partenaires et prescripteurs

Experience:3+ yearsFinanceWealth managementPatrimoineConsulting

Skills:CommunicationRelationship buildingNegotiationClient focusPresentation

Tech Stack:Big Expert

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