Conseiller en Gestion de Patrimoine Expérimenté H/F - Bordeaux (33) (BORDEAUX, 33, FR, 33000)

Allianz
France
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsSkills: ["Communication","Negotiation","Customer focus"]

Experienced wealth management advisor (3+ years) at Allianz, delivering personalized patrimony advice to private clients and professionals. You’ll develop a high-end client portfolio, expand your partner network, and provide bespoke financial solutions using dedicated tools, while visiting clients at home or their workplace in the Bordeaux area as part of Allianz Distribution.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Bordeaux (33) (BORDEAUX, 33, FR, 33000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Experienced wealth management advisor (3+ years) at Allianz, delivering personalized patrimony advice to private clients and professionals. You’ll develop a high-end client portfolio, expand your partner network, and provide bespoke financial solutions using dedicated tools, while visiting clients at home or their workplace in the Bordeaux area as part of Allianz Distribution.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Develop and conquer a portfolio of High End and Ultra High Net Worth clients
  • •Develop and manage your network of partners and referral sources
  • •Retain and support clients in patrimonial planning and objective definition
  • •Provide personalized patrimonial advice and tailor-made solutions based on regulatory changes using patrimonial balance tools (Big Expert)
  • •Serve as the sole point of contact for a private client base, meeting client at home or work

Pay and Benefits

Perks:Health InsuranceRetirementEmployee SavingsTrainingWellness Stipend

Key Requirements

  • •Significant experience in wealth management with at least 3 years in the field
  • •Very good mastery of patrimonial analysis and dedicated tools
  • •Ability to advise clients with a proximity approach and tailored solutions
  • •Experience developing and managing a high-end client portfolio
  • •Strong communication and client-facing skills
Experience:3+ yearsPrivate wealthFinancial services
Skills:CommunicationNegotiationCustomer focus
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