Conseiller Expérimenté en Gestion de Patrimoine H/F - Rennes (35) (RENNES, 35, FR, 35000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Client focus","Consultative selling","Presentation"]

Experienced wealth management advisor role supporting high-end private clients. You’ll travel to clients’ homes or workplaces, develop and manage a high-net-worth portfolio, build a partner network, and deliver tailored financial solutions using Allianz’s suite of products. The role emphasizes proximity, needs-based advisory, and a path toSales Excellence within Allianz’s multi-specialist wealth management network.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rennes (35) (RENNES, 35, FR, 35000)

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Job Summary

Experienced wealth management advisor role supporting high-end private clients. You’ll travel to clients’ homes or workplaces, develop and manage a high-net-worth portfolio, build a partner network, and deliver tailored financial solutions using Allianz’s suite of products. The role emphasizes proximity, needs-based advisory, and a path toSales Excellence within Allianz’s multi-specialist wealth management network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and conquer a portfolio of High Net Worth and Ultra High Net Worth clients
  • •Develop and manage your network of partners and prescribers
  • •Loyalize and support clients in patrimonial planning and goal definition
  • •Provide tailored patrimonial advice and solutions aligned with legislative and tax changes using patrimonial balance tools
  • •Serve as the primary contact for private clients, delivering proximity-based, needs-driven advisory

Pay and Benefits

Perks:Learning BudgetPensionHealth InsuranceRetirementSavings Plan

Key Requirements

  • •3+ years of experience in wealth management with strong in-depth knowledge of patrimonial analysis and dedicated tools
  • •Ability to travel to client homes or workplaces for personalized advisory
  • •Excellent analytical skills and mastery of patrimonial analysis tools
  • •Experience in developing and managing a high-end client portfolio
  • •Strong client relation and needs-based sales approach
Experience:3+ yearsWealth management
Skills:CommunicationRelationship-buildingClient focusConsultative sellingPresentation
Tech Stack:Big ExpertPatrimonial analysis tools

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