Conseiller en Gestion de Patrimoine Expérimenté H/F - Seine Saint Denis (93) (PARIS, 75, FR, 75014)

Allianz
Paris
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Client relationship","Communication","Problem-solving"]

Senior wealth management adviser with at least 3 years’ experience, delivering bespoke patrimonial analysis and tailored financial solutions. You’ll work with private clients, visiting their homes or workplaces, and collaborate within Allianz’s multi-specialist wealth management network to develop portfolios and provide proactive financial guidance.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Seine Saint Denis (93) (PARIS, 75, FR, 75014)

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Last checked: 17 hours agoStatus: Live

Job Summary

Senior wealth management adviser with at least 3 years’ experience, delivering bespoke patrimonial analysis and tailored financial solutions. You’ll work with private clients, visiting their homes or workplaces, and collaborate within Allianz’s multi-specialist wealth management network to develop portfolios and provide proactive financial guidance.
Location: Paris
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of high-end and very high-end private clients.
  • •Develop and manage your network of partners and referrers to expand reach.
  • •Retain and guide clients in defining their patrimonial objectives and future planning.
  • •Provide tailored patrimonial advice and solutions aligned with evolving regulatory and fiscal changes using patrimonial assessment tools (Big Expert).
  • •Serve as the sole point of contact for a private client base, visiting clients at home or on-site to deliver personalized advisory services.

Key Requirements

  • •3+ years of experience in wealth management with proven expertise in patrimonial analysis and dedicated tools
  • •strong mastery of patrimoine analysis and dedicated tools
  • •ability to develop and manage a portfolio of high-end/high-net-worth clients
  • •ability to prospect and develop a network of partners and prescribers
  • •excellent client advisory skills with a personalized sales approach
Experience:3+ yearsFinanceWealth managementPatrimoine
Skills:Client relationshipCommunicationProblem-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