Allianz

4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Etampes (91) (EVRY, 91, FR, 91000)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Experienced wealth management advisor who builds and manages a high-end client portfolio, delivering personalized patrimonial solutions and proactive financial guidance. You will travel to clients’ homes or workplaces, leveraging Allianz products and tools (Big Expert) to assess needs, propose tailored strategies, and grow the multi-specialist patrimony network.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a portfolio of High Net Worth and Ultra High Net Worth clients
•Develop and manage your network of partners and referrers
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux
•Se déplacer au domicile ou sur le lieu de travail des clients et offrir un conseil personnalisé

Travel: Low travel

Key Requirements

•Minimum 3 years of experience in wealth management (Gestion de Patrimoine)
•Very good mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
•Ability to travel to clients’ homes or workplaces
•Strong customer-facing advisory skills and client relationship development
•Ability to develop and manage a portfolio of High Net Worth and Ultra-High Net Worth clients

Experience:3+ yearsFinanceWealth managementPatrimoine

Skills:CommunicationCustomer relationshipAnalytical thinkingPresentationNegotiation

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

Website LinkedIn

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Allianz

4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Etampes (91) (EVRY, 91, FR, 91000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a portfolio of High Net Worth and Ultra High Net Worth clients
•Develop and manage your network of partners and referrers
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux
•Se déplacer au domicile ou sur le lieu de travail des clients et offrir un conseil personnalisé

Travel: Low travel

Key Requirements

•Minimum 3 years of experience in wealth management (Gestion de Patrimoine)
•Very good mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
•Ability to travel to clients’ homes or workplaces
•Strong customer-facing advisory skills and client relationship development
•Ability to develop and manage a portfolio of High Net Worth and Ultra-High Net Worth clients

Experience:3+ yearsFinanceWealth managementPatrimoine

Skills:CommunicationCustomer relationshipAnalytical thinkingPresentationNegotiation

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn