Conseiller en Gestion de Patrimoine Expérimenté H/F - Orléans (45) (ORLEANS, 45, FR, 45100)

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

Seeking an experienced wealth management advisor to serve high-net-worth private clients, primarily traveling to clients’ homes or workplaces. You will build and manage a high-end portfolio, provide tailored financial solutions across Allianz’s product divisions, and develop a network of partners while offering proximal, personalized advisory services.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Orléans (45) (ORLEANS, 45, FR, 45100)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Seeking an experienced wealth management advisor to serve high-net-worth private clients, primarily traveling to clients’ homes or workplaces. You will build and manage a high-end portfolio, provide tailored financial solutions across Allianz’s product divisions, and develop a network of partners while offering proximal, personalized advisory services.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of high-end and very high-end private clients and guide them toward achieving their patrimonial objectives.
  • •Build and maintain a network of partners and referrers to grow the client base and opportunities.
  • •Provide personalized patrimonial advice and solutions, adapting to legislative and tax changes using patrimonial balance tools (Big Expert).
  • •Fidelise and accompany clients in the reflection and definition of their patrimonial goals.
  • •Act as the sole interlocutor for a private client base, visiting clients at home or on their workplace when necessary.
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and related tools
  • •ability to visit clients at home or on their premises for advisory meetings
  • •develop and manage a portfolio of high-end/high-net-worth clients
  • •excellent interpersonal and client-facing skills
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship managementClient focusProblem-solvingEmpathy

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