Conseiller en Gestion de Patrimoine Expérimenté H/F - Nancy (54) (Nancy, FR)

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

Experienced Wealth Management Advisor focused on high-net-worth clients, delivering personalized patrimonial planning and advisory services. You will visit clients at home or on-site, build and manage a premium portfolio, and coordinate with Allianz’s multi-specialist wealth and protection services, leveraging dedicated tools to assess asset strategies and optimize financial objectives for affluent clients in the Nancy area.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Nancy (54) (Nancy, FR)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor focused on high-net-worth clients, delivering personalized patrimonial planning and advisory services. You will visit clients at home or on-site, build and manage a premium portfolio, and coordinate with Allianz’s multi-specialist wealth and protection services, leveraging dedicated tools to assess asset strategies and optimize financial objectives for affluent clients in the Nancy area.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and conquer a portfolio of High-End and Very High-End clients through proactive prospecting and tailored wealth solutions
  • •Develop and manage your network of partners and referrers to expand client reach
  • •Fiduciary guidance to clients and support in defining patrimonial objectives and strategies
  • •Provide bespoke wealth management advice and solutions aligned with evolving regulatory and tax changes using patrimonial assessment tools

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

  • •At least 3 years of experience in wealth management and strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •Ability to meet clients at their home or workplace and provide a personalized advisory approach
  • •Proven ability to develop and manage a premium/high-end client portfolio and to develop a network of partners and prescribers
  • •Knowledge of regulatory and tax changes affecting patrimonial planning and the capacity to adapt client solutions accordingly
  • •Strong communication and interpersonal skills with a client-centric, needs-based selling approach
Experience:3+ yearsWealth managementFinanceAsset management
Skills:CommunicationRelationship-buildingNegotiationClient focusPresentation
Languages:French
Tech Stack:Big ExpertPatrimonial analysis tools

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