Conseiller en Gestion de Patrimoine Expérimenté H/F - Marseille (13) (MARSEILLE, Bouches-du-Rhône, FR, 13006)

Allianz
Marseille
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship building","Customer focus","Negotiation","Team collaboration"]

Experienced Wealth Management Advisor eager to join Allianz in Marseille. You will manage and grow a portfolio of high-net-worth clients, provide tailored patrimonial advice, and collaborate with a multi-specialist network to deliver comprehensive financial solutions. You will visit clients at their homes or workplaces, conduct in-depth patrimonial analyses, and leverage Allianz’s broad product suite to meet evolving fiscal and regulatory needs.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Marseille (13) (MARSEILLE, Bouches-du-Rhône, FR, 13006)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor eager to join Allianz in Marseille. You will manage and grow a portfolio of high-net-worth clients, provide tailored patrimonial advice, and collaborate with a multi-specialist network to deliver comprehensive financial solutions. You will visit clients at their homes or workplaces, conduct in-depth patrimonial analyses, and leverage Allianz’s broad product suite to meet evolving fiscal and regulatory needs.
Location: Marseille
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop and manage a portfolio of high-end and very high-end clients with tailored wealth management solutions.
  • •Build and maintain a network of partners and referrers to grow the client base.
  • •Fidéliser and guide clients in defining patrimonial objectives and adapting strategies to regulatory changes.
  • •Provide personalized patrimonial advice and solutions using the Big Expert platform and other Allianz tools.
  • •Travel to clients’ homes or workplaces to deliver advisory services and implement financial plans.

Key Requirements

  • •3+ years of experience in wealth management (Gestion de Patrimoine)
  • •strong mastery of patrimonial analysis and the related tools
  • •ability to manage and develop a portfolio of high-net-worth clients
  • •experience advising clients with a needs-based, proactive sales approach
  • •daily proactivity in meeting clients at their home or workplace and delivering tailored solutions
Experience:3+ yearsWealth managementFinancePatrimoine
Skills:CommunicationRelationship buildingCustomer focusNegotiationTeam collaboration
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