Conseiller en Gestion de Patrimoine Expérimenté H/F - Beauvais (60) (FR)

Allianz
France
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsSkills: ["Communication","Relationship building","Customer focus"]

Experienced wealth management advisor role focusing on high-net-worth clients, responsible for building a private client portfolio, expanding partner networks, and delivering personalized financial solutions using asset management tools across Allianz’s multi-specialist wealth management network. The role emphasizes proximity-based client engagement, trust-building, and tailored financial strategies.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Beauvais (60) (FR)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role focusing on high-net-worth clients, responsible for building a private client portfolio, expanding partner networks, and delivering personalized financial solutions using asset management tools across Allianz’s multi-specialist wealth management network. The role emphasizes proximity-based client engagement, trust-building, and tailored financial strategies.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High and Ultra-High Net Worth clients through targeted acquisition and relationship management.
  • •Build and manage your network of partners and referrers to drive client growth.
  • •Foster client loyalty by guiding clients in defining their patrimonial objectives and revising plans as needed.
  • •Provide tailored patrimonial advice and propose bespoke solutions leveraging Allianz Vie, Allianz Banque, Allianz Global Investors France, and other Allianz group expertise.
  • •Act as the primary interlocutor for private clients, delivering proactive, needs-based consultations and strategic financial planning.
Travel: Low travel

Key Requirements

  • •Minimum 3 years of experience in wealth management and a very strong mastery of individual asset analysis and the associated tools.
  • •Proven ability to develop and manage a portfolio of High/Ultra-High-Net-Worth clients and to network with partners and referrers.
  • •Ability to travel to clients' homes or workplaces and provide personalized advice based on client needs and tax/legislation changes.
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship buildingCustomer focus
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