Allianz

3 weeks ago

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

✓ 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 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: Germany

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

Website LinkedIn

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Allianz

3 weeks ago

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

✓ 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

Location: Germany

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

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