Allianz

3 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Paris (75) (PARIS, 75, FR, 75017)

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Experienced wealth management advisor within Allianz’s multi-specialist Distribution network, focusing on high-net-worth clients with personalized patrimonial planning. Travel to clients' homes or workplaces, deliver tailored wealth solutions using dedicated tools, and develop a high-end portfolio while expanding the partner network and ensuring client objectives are met.

Location: Paris

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and grow a portfolio of High End and Ultra High Net Worth clients.
•Develop and manage your network of partners and prescribers.
•Retain and accompany clients in reassessment and definition of their patrimonial objectives.
•Provide personalized patrimonial advice and tailored solutions aligned with clients’ needs and evolving legal/tax changes using patrimonial balance tools (Big Expert).
•Serve as the primary interlocutor for private clients, delivering proximate, customized service on client premises or at their workplace.

Travel: Low travel

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
•ability to visit clients at home or on their workplace
•client-focused advisory approach with needs-based, proactive selling
•develop and manage a portfolio of high-end clients and build a network of partners and prescribers

Experience:3+ yearsWealth managementFinanceRetail banking

Skills:CommunicationRelationship buildingNegotiationCustomer focusPresentation

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

3 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Paris (75) (PARIS, 75, FR, 75017)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: Paris

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and grow a portfolio of High End and Ultra High Net Worth clients.
•Develop and manage your network of partners and prescribers.
•Retain and accompany clients in reassessment and definition of their patrimonial objectives.
•Provide personalized patrimonial advice and tailored solutions aligned with clients’ needs and evolving legal/tax changes using patrimonial balance tools (Big Expert).
•Serve as the primary interlocutor for private clients, delivering proximate, customized service on client premises or at their workplace.

Travel: Low travel

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
•ability to visit clients at home or on their workplace
•client-focused advisory approach with needs-based, proactive selling
•develop and manage a portfolio of high-end clients and build a network of partners and prescribers

Experience:3+ yearsWealth managementFinanceRetail banking

Skills:CommunicationRelationship buildingNegotiationCustomer focusPresentation

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