Conseiller Expérimenté en Gestion de Patrimoine H/F - Flers (61) (ARGENTAN, 61, FR, 61200)

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

Experienced wealth management advisor responsible for acquiring and managing a high-end client portfolio, delivering personalized patrimonial analyses, and coordinating cross-functional Allianz asset and protection services. Travel to client homes or workplaces as part of a proximate advisory approach, leveraging Allianz’s comprehensive product suite to meet client objectives.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Flers (61) (ARGENTAN, 61, FR, 61200)

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Job Summary

Experienced wealth management advisor responsible for acquiring and managing a high-end client portfolio, delivering personalized patrimonial analyses, and coordinating cross-functional Allianz asset and protection services. Travel to client homes or workplaces as part of a proximate advisory approach, leveraging Allianz’s comprehensive product suite to meet client objectives.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and conquer a portfolio of High-End and Very High-End clients.
  • •Develop and manage your network of partners and prescribers.
  • •Loyalize and assist clients in defining their patrimonial objectives and strategy.
  • •Provide tailored patrimonial advice and solutions using tools like Big Expert.
  • •Act as the sole interlocutor for a private clientele, offering proactive, needs-based guidance.
Travel: Low travel

Key Requirements

  • •At least 3 years of experience in wealth management with strong aptitude in patrimonial analysis and specialized tools (e.g., Big Expert)
  • •Ability to deliver proximate advisory services by visiting clients at their home or workplace
  • •Develop and manage a high-end client portfolio and a network of partners and prescribers
  • •Provide tailored patrimonial advice and solutions in line with regulatory and fiscal changes
  • •Excellent interpersonal and sales skills to sustain client relationships and drive growth
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationNegotiationCustomer focusRelationship-building
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