Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint-Lô (50) (SAINT LÔ, 50, FR, 50000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Interpersonal","Client focus","Negotiation","Presentation"]

Experienced wealth management advisor in a multi-specialist network, responsible for advising private clients with a focus on high-net-worth portfolios. Requires minimum 3 years in wealth management, strong patrimonial analysis, and use of dedicated tools. Will meet clients at home or at their workplace and deliver tailored asset and financial solutions.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint-Lô (50) (SAINT LÔ, 50, FR, 50000)

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Last checked: 14 hours agoStatus: Live

Job Summary

Experienced wealth management advisor in a multi-specialist network, responsible for advising private clients with a focus on high-net-worth portfolios. Requires minimum 3 years in wealth management, strong patrimonial analysis, and use of dedicated tools. Will meet clients at home or at their workplace and deliver tailored asset and financial solutions.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a high-end to very high-end client portfolio through targeted acquisition and personalized wealth management solutions.
  • •Build and manage a network of partners and prescribers to grow the client base and opportunities.
  • •Act as the sole point of contact for private clients, delivering tailored advice and proactive guidance on patrimonial objectives.
  • •Propose bespoke patrimonial and financial solutions using tools and analyses to address regulatory and fiscal changes.
  • •Provide ongoing support to clients, ensuring satisfaction and alignment with their long-term patrimonial goals.

Pay and Benefits

Perks:RetirementHealth InsuranceSavings Plan

Key Requirements

  • •3+ years of experience in wealth management; proven ability to analyze patrimoniale and use dedicated tools.
  • •Strong client-facing skills, with ability to work at clients' homes or workplaces.
  • •Ability to develop and manage a high-end client portfolio and to expand the partner network.
  • •Experience in providing personalized wealth management solutions including life insurance, savings and retirement planning.
  • •Bachelor’s degree or professional experience in finance/wealth management (not explicitly required but implied).
Experience:3+ yearsWealth managementFinanceAsset management
Skills:CommunicationInterpersonalClient focusNegotiationPresentation
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
WebsiteLinkedIn