Conseiller Expérimenté en Gestion de Patrimoine H/F - Pays de Gex (01) (BOURG EN BRESSE, 01, FR, 01000)

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

Experienced wealth management advisor responsible for developing a high-end client portfolio and providing personalized financial guidance. Will travel to client homes or workplaces, build a multi-specialist network, and deliver tailored patrimonial solutions using group tools to meet evolving regulatory and fiscal changes.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Pays de Gex (01) (BOURG EN BRESSE, 01, FR, 01000)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio and providing personalized financial guidance. Will travel to client homes or workplaces, build a multi-specialist network, and deliver tailored patrimonial solutions using group tools to meet evolving regulatory and fiscal changes.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High-End and Very High-End clients through targeted acquisition and personalised financial strategies.
  • •Expand and manage your network of partners and prescriptors to strengthen the client base.
  • •Fidelize and support clients in defining their patrimonial objectives and adapt solutions to their evolving needs.
  • •Provide tailored patrimonial advice and solutions using tools for patrimonial assessments (Big Expert) and stay informed on regulatory and tax changes.
Travel: Medium travel

Key Requirements

  • •3+ years of experience in wealth management (Gestion de Patrimoine)
  • •strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •experience advising private clients at their home or workplace
  • •proactive prospecting and portfolio development for high-end clients
  • •ability to build and manage a network of partners and prescriptors
Experience:3+ yearsWealth managementPatrimoine
Skills:CommunicationRelationship-buildingClient serviceNegotiationLeadership
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