Manager Commercial en Gestion de Patrimoine (H/F) (PUTEAUX, 92, FR, 92800)

Allianz
France
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Leadership","Communication","Teamwork","Analytical","Decision-making"]

Lead a team of 10–13 specialized wealth management advisers to drive sales targets and client retention. Develop collective and individual actions to meet objectives, coordinate with regional management and commercial activity leaders, and manage high-end client portfolios. Drive recruitment and integration of new advisers, while collaborating with cross-functional teams to optimize performance within Allianz’s wealth management network.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Manager Commercial en Gestion de Patrimoine (H/F) (PUTEAUX, 92, FR, 92800)

✓ Verified Job

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

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

Job Summary

Lead a team of 10–13 specialized wealth management advisers to drive sales targets and client retention. Develop collective and individual actions to meet objectives, coordinate with regional management and commercial activity leaders, and manage high-end client portfolios. Drive recruitment and integration of new advisers, while collaborating with cross-functional teams to optimize performance within Allianz’s wealth management network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Lead and supervise a team of 10 to 13 wealth management advisers to achieve sales and loyalty objectives
  • •Develop and implement actions with advisers to reach targeted outcomes
  • •Manage a client portfolio, focusing on high-end clients and retention strategies
  • •Recruit and integrate new advisers to maintain the defined team size
  • •Coordinate with Regional Delegate and commercial activity leaders and support teams

Key Requirements

  • •Manage a team of 10 to 13 wealth management advisers and drive achievement of objectives
  • •Develop collective or individual actions with advisers to meet targets
  • •Oversee activities to ensure conquest and client loyalty while maintaining compliance
  • •Collaborate with the Regional Delegate and the Commercial Activity Lead and regional sales support leaders
  • •Recruit and ONBOARD new advisers to maintain team size targets
Experience:Wealth managementFinancial servicesInsurance
Skills:LeadershipCommunicationTeamworkAnalyticalDecision-making

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