Conseiller en Gestion de Patrimoine Expérimenté H/F - Vienne (38) (GRENOBLE, 38, FR, 38000)

Allianz
Grenoble
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Relationship management","Customer focus","Negotiation"]

Experienced wealth management advisor role focused on servicing high-net-worth clients with tailored patrimonial analyses and solutions. You will develop and manage a client portfolio, build a partner network, and deliver personalized financial guidance and tools to address evolving regulatory and fiscal changes, via on-site client engagements in the Grenoble/Vienne area.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Vienne (38) (GRENOBLE, 38, FR, 38000)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role focused on servicing high-net-worth clients with tailored patrimonial analyses and solutions. You will develop and manage a client portfolio, build a partner network, and deliver personalized financial guidance and tools to address evolving regulatory and fiscal changes, via on-site client engagements in the Grenoble/Vienne area.
Location: Grenoble
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Développer et gérer un portefeuille d'une clientèle Haut de Gamme et Très Haut de Gamme
  • •Développer et gérer le réseau de partenaires et prescripteurs
  • •Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux
  • •Être l interlocuteur unique d'une clientèle privèe et se déplacer au domicile ou sur le lieu de travail des clients

Key Requirements

  • •Expérience significative dans la Gestion de Patrimoine, au moins 3 ans
  • •Très bonne maîtrise de l’analyse patrimoniale et des outils dédiés
  • •Capacité à conseiller un portefeuille de clients Haut de Gamme et Très Haut de Gamme
  • •Développer et gérer un portefeuille d’une client Le Haut de Gamme et Très Haut de Gamme
  • •Bon relationnel et démarche client centrée besoins et prospective
Skills:CommunicationRelationship managementCustomer focusNegotiation
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