Conseiller en Gestion de Patrimoine Expérimenté H/F - Montceau-les-Mines (71) (CHALON SUR SAONE, 71, FR, 71100)

Allianz
France
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsSkills: ["Communication","Negotiation","Relationship management"]

Experienced wealth management advisor sought to join Allianz Distribution, Expertise and Advisory network. You will develop and manage a high-end portfolio of private clients, conduct patrimonial analysis using dedicated tools, travel to clients’ homes or workplaces, and provide personalized solutions across Allianz’s suite of financial products.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Montceau-les-Mines (71) (CHALON SUR SAONE, 71, FR, 71100)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor sought to join Allianz Distribution, Expertise and Advisory network. You will develop and manage a high-end portfolio of private clients, conduct patrimonial analysis using dedicated tools, travel to clients’ homes or workplaces, and provide personalized solutions across Allianz’s suite of financial products.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Develop and grow a portfolio of High End and Very High End clients as the interlocutor of a private clientele
  • •Develop and manage your network of partners and prescribers
  • •Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux grâce à des outils de bilans patrimoniaux (Big Expert)
  • •Assurer un conseil de proximité en se déplaçant au domicile ou sur le lieu de travail des clients
Travel: Low travel

Key Requirements

  • •Minimum of 3 years in wealth management
  • •Strong mastery of patrimonial analysis and dedicated tools (Big Expert)
  • •Ability to travel to client locations (home or workplace) and provide personalized advice
  • •Experience building and managing a high-end client portfolio
  • •Networking skills to develop and manage a network of partners and refs
Experience:3+ yearsWealth managementFinancePatrimoine
Skills:CommunicationNegotiationRelationship management
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