Conseiller en Gestion de Patrimoine Expérimenté H/F - Annecy (74) (ANNECY, 74, FR, 74000)

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

Experienced wealth management advisor responsible for building and managing portfolios for high-net-worth clients, delivering personalized financial solutions, and developing a partner network. You will meet clients at their home or workplace, conduct comprehensive patrimonial analysis, and leverage Allianz’s multi-disciplinary product suite to meet client objectives in the Annecy area.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Annecy (74) (ANNECY, 74, FR, 74000)

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Job Summary

Experienced wealth management advisor responsible for building and managing portfolios for high-net-worth clients, delivering personalized financial solutions, and developing a partner network. You will meet clients at their home or workplace, conduct comprehensive patrimonial analysis, and leverage Allianz’s multi-disciplinary product suite to meet client objectives in the Annecy area.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and expand a portfolio for High-Net-Worth and Very High-Net-Worth clients.
  • •Build and manage a network of partners and referrers to drive growth.
  • •Fiducialize and guide clients in defining their patrimonial objectives and adapt strategies to regulatory and tax changes.
  • •Provide tailored patrimonial advice and solutions using Allianz product suites (e.g., life, savings, banking, real estate) and patrimonial balance tools.

Key Requirements

  • •3+ years of experience in wealth management with strong patrimonial analysis skills and experience using dedicated tools (e.g., Big Expert)
  • •ability to develop and manage a portfolio for Haut de Gamme and Très Haut de Gamme clients
  • •proactive client engagement via home or on-site visits and personalized advisory approach
  • •development of a partner and referrer network to grow business
  • •strong knowledge of legislative and tax changes affecting patrimonial planning and wealth management
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship-buildingNegotiationClient managementProblem-solving
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
WebsiteLinkedIn