Conseiller en Gestion de Patrimoine Expérimenté H/F - Cergy Pontoise (95) (CERGY CEDEX, 95, FR, 95015)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Customer-orientation","Negotiation","Interpersonal skills"]

Experienced wealth management advisor responsible for building and managing high-end client portfolios, delivering personalized patrimonial analyses and tailored financial solutions. You will meet clients at home or on-site, develop networks of partners, and use dedicated tools to assess needs and propose proactive wealth-management strategies within Allianz’s multi-specialist distribution network.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Cergy Pontoise (95) (CERGY CEDEX, 95, FR, 95015)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for building and managing high-end client portfolios, delivering personalized patrimonial analyses and tailored financial solutions. You will meet clients at home or on-site, develop networks of partners, and use dedicated tools to assess needs and propose proactive wealth-management strategies within Allianz’s multi-specialist distribution network.
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 Net Worth and Ultra High Net Worth clients through proactive wealth management strategies
  • •Build and manage a network of partners and prescriptors to expand client reach
  • •Provide proximity-based, personalized patrimonial advisory at clients’ homes or workplaces
  • •Guide clients in defining their patrimonial objectives and evolving solutions to changing regulatory and fiscal environments
  • •Propose tailored patrimonial advice and bespoke solutions leveraging Allianz product lines (life, savings, retirement, banking, real estate) and analytical tools (Big Expert)

Key Requirements

  • •3+ years of experience in wealth management
  • •strong proficiency in patrimonial analysis and the use of dedicated tools
  • •ability to conduct client meetings at domicile or workplace and deliver personalized advice
  • •develop and manage a portfolio of High Net Worth clients and a network of partners/prescriptors
  • •familiarity with Allianz Vie, Allianz Banque, Allianz Global Investors France and related wealth management products and services
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship-buildingCustomer-orientationNegotiationInterpersonal skills
Languages:French
Tech Stack:Big ExpertCRM

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