Conseiller en Gestion de Patrimoine Expérimenté H/F - Salon-de-Provence (13) (AIX EN PROVENCE, Bouches-du-Rhône, FR, 13090)

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

Experienced wealth management advisor responsible for developing a high-end client portfolio, providing personalized patrimonial analysis and solutions, and building a network of partners and prescribers while delivering on-site client consultations.

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Allianz
Allianz
2 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Salon-de-Provence (13) (AIX EN PROVENCE, Bouches-du-Rhône, FR, 13090)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, providing personalized patrimonial analysis and solutions, and building a network of partners and prescribers while delivering on-site client consultations.
Location: Delaware, France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop by prospecting a portfolio of High-End and Very High Net Worth clients; build and manage your network of partners and referrers
  • •Fidelize and support clients in thinking through and defining their patrimonial objectives
  • •Provide personalized patrimonial advice and tailor-made solutions using tools for patrimonial balance sheets (Big Expert) and stay updated on legislative and tax changes
  • •Act as the sole point of contact for a private clientele, delivering advisory services at clients' homes or workplaces
  • •Contribute to AllianzLife/Vie financial services through Allianz Banque, Allianz Global Investors France, and Allianz Immovalor to offer integrated wealth solutions

Pay and Benefits

Perks:Health InsuranceRetirementLearning BudgetSavings Plan

Key Requirements

  • •Minimum 3 years of experience in wealth/patrimony management with strong ability to analyze clients' patrimonial needs and use dedicated tools (e.g., Big Expert)
Experience:3+ yearsWealth managementFinancial servicesFinancial planning
Skills:CommunicationCustomer 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