4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Altkirch (68) (MULHOUSE, 68, FR, 68100)

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Conseiller expérimenté en gestion de patrimoine, vous développez et gérez un portefeuille de clients particuliers et professionnels, en apportant des conseils patrimoniaux personnalisés et en vous déplaçant chez les clients. Vous combinez expertise en analyse patrimoniale et utilisation d’outils dédiés, tout en développant votre réseau de partenaires et en travaillant au sein du réseau Allianz Expertise et Conseil.

Location: France

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 very high-end clients through prospecting and client acquisition.
•Manage and expand your network of partners and prescriptors to drive business growth.
•Fidelise and support clients in defining their wealth objectives and monitoring outcomes over time.
•Provide customized wealth management advice and solutions aligned with regulatory and fiscal changes using patrimonial balance tools.
•Act as the sole point of contact for private clients, delivering proximity-based, needs-led advisory services.

Key Requirements

•3+ years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
•proximity-based client advisory delivering personalized financial solutions
•ability to travel to clients’ homes or workplaces and manage client needs
•experience developing and managing a high-end/high-net-worth client portfolio
•strong communication and relationship-building skills

Experience:3+ yearsWealth managementFinancePatrimoine

Skills:CommunicationRelationship managementNegotiationCustomer serviceCreativity

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 Expérimenté en Gestion de Patrimoine H/F - Altkirch (68) (MULHOUSE, 68, FR, 68100)

✓ 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

Seniority: Mid level

Key Responsibilities

•Develop and grow a portfolio of high-end and very high-end clients through prospecting and client acquisition.
•Manage and expand your network of partners and prescriptors to drive business growth.
•Fidelise and support clients in defining their wealth objectives and monitoring outcomes over time.
•Provide customized wealth management advice and solutions aligned with regulatory and fiscal changes using patrimonial balance tools.
•Act as the sole point of contact for private clients, delivering proximity-based, needs-led advisory services.

Key Requirements

•3+ years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
•proximity-based client advisory delivering personalized financial solutions
•ability to travel to clients’ homes or workplaces and manage client needs
•experience developing and managing a high-end/high-net-worth client portfolio
•strong communication and relationship-building skills

Experience:3+ yearsWealth managementFinancePatrimoine

Skills:CommunicationRelationship managementNegotiationCustomer serviceCreativity

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