Conseiller Expérimenté en Gestion de Patrimoine H/F - Montauban (82) (TOULOUSE, 31, FR, 31000)

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

Experienced wealth management advisor within Allianz Distribution network, providing personalized patrimonial guidance to private and professional clients. You will travel to clients’ homes or workplaces, conduct in-depth patrimonial analysis, and leverage Allianz’s multi-specialist product suite to develop tailored solutions and grow a high-end client portfolio.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Montauban (82) (TOULOUSE, 31, FR, 31000)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor within Allianz Distribution network, providing personalized patrimonial guidance to private and professional clients. You will travel to clients’ homes or workplaces, conduct in-depth patrimonial analysis, and leverage Allianz’s multi-specialist product suite to develop tailored solutions and grow a high-end client portfolio.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop and expand a portfolio of High End and Very High End clients through targeted acquisition
  • •Develop and manage your network of partners and referees
  • •Retain and support clients in defining patrimonial objectives and planning
  • •Provide tailored patrimonial advice and solutions aligned with client needs and regulatory changes using patrimonial balance tools (Big Expert)
  • •Serve as the primary interlocutor for private clients, delivering proactive, needs-based guidance

Key Requirements

  • •Significant experience in wealth management, ideally at least 3 years in the field
  • •Very strong skills in patrimonial analysis and in-use of dedicated tools
  • •Ability to provide proximity conseil by visiting clients at home or workplace
  • •Experience developing and managing a portfolio of high-end clients
  • •Strong client-focused selling approach and needs-based advisory
Experience:3+ yearsWealth managementFinancial servicesInsurance
Skills:CommunicationRelationship managementNegotiationSalesProblem-solving
Tech Stack:Big ExpertExcel

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