4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Nîmes (30) (FR)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

We are seeking an experienced Wealth Management Advisor to serve high-net-worth clients in France. You will conduct personalized wealth analysis, develop tailored investment and protection solutions, and visit clients at home or on-site, leveraging Allianz’s multi-specialist wealth management network. Requires strong patrimonial analysis skills and 3+ years’ experience in wealth management, with a proactive, client‑centric approach.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop a portfolio of High End and Very High End clients through conquest and relationship growth
•Develop and manage your network of partners and referrers
•Liaise with clients to understand their patrimonial objectives and guide them accordingly
•Provide tailored patrimonial advice and solutions based on client needs and regulatory changes using patrimonial assessment tools (Big Expert)
•Support clients in defining objectives and monitoring progress with personalised consultative sales approach

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanLearning Budget

Key Requirements

•3+ years of experience in wealth management; strong mastery of patrimonial analysis and dedicated tools
•experience as a client advisor visiting clients at home or on-site
•ability to develop and manage a high-net-worth client portfolio
•proven ability to build a network of partners and prescribers
•knowledge of evolving legislative and tax changes affecting patrimony

Experience:3+ yearsWealth managementFinancial advisory

Skills:CommunicationClient relationshipNegotiationProblem-solvingRelationship-building

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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Nîmes (30) (FR)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop a portfolio of High End and Very High End clients through conquest and relationship growth
•Develop and manage your network of partners and referrers
•Liaise with clients to understand their patrimonial objectives and guide them accordingly
•Provide tailored patrimonial advice and solutions based on client needs and regulatory changes using patrimonial assessment tools (Big Expert)
•Support clients in defining objectives and monitoring progress with personalised consultative sales approach

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanLearning Budget

Key Requirements

•3+ years of experience in wealth management; strong mastery of patrimonial analysis and dedicated tools
•experience as a client advisor visiting clients at home or on-site
•ability to develop and manage a high-net-worth client portfolio
•proven ability to build a network of partners and prescribers
•knowledge of evolving legislative and tax changes affecting patrimony

Experience:3+ yearsWealth managementFinancial advisory

Skills:CommunicationClient relationshipNegotiationProblem-solvingRelationship-building

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn