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

Allianz
Paris
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship building","Negotiation","Customer focus","Presentation"]

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.

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Allianz
Allianz
5 months ago

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

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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
WebsiteLinkedIn