Conseiller Expérimenté en Gestion de Patrimoine H/F - Megève (74) (ANNECY, 74, FR, 74000)

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

Experienced wealth management advisor in a multi-specialist network, responsible for developing a high-end client portfolio, delivering personalized patrimonial analysis and tailored solutions, and building a local advisory presence by visiting clients at home or on-site. Works within Allianz’s Distribution, Expertise and Advisory unit to provide guidance across life and financial services products.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Megève (74) (ANNECY, 74, FR, 74000)

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Job Summary

Experienced wealth management advisor in a multi-specialist network, responsible for developing a high-end client portfolio, delivering personalized patrimonial analysis and tailored solutions, and building a local advisory presence by visiting clients at home or on-site. Works within Allianz’s Distribution, Expertise and Advisory unit to provide guidance across life and financial services products.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High-End and Very High-End clients through acquisition and relationship management.
  • •Build and manage a network of partners and referrers to expand the client base.
  • •Fidelize and accompany clients in defining patrimonial objectives and adapting to regulatory/fiscal changes.
  • •Provide tailored patrimonial advice and solutions using patrimonial balance tools (Big Expert).
  • •Act as the primary interface for a private client, delivering proactive, needs-based advice on a personal and proactive basis.

Key Requirements

  • •3+ years experience in wealth management (Gestion de Patrimoine)
  • •strong mastery of patrimonial analysis and dedicated tools
  • •experience advising high-net-worth clients
  • •ability to travel to clients' homes or workplaces as part of proximity service
  • •excellent client relationship and needs-based sales approach
Experience:3-3 yearsWealth managementFinancial services
Skills:CommunicationClient relationshipNegotiationPresentationProblem-solving
Tech Stack:Big ExpertAnalyse patrimoniale

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