Conseiller en Gestion de Patrimoine Expérimenté H/F - Angoulême (16) (SOYAUX, 16, FR, 16800)

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

Experienced wealth management advisor within Allianz Distribution network, responsible for developing high-end client portfolios, delivering specialized patrimonial advice, and building partnerships to expand Private Wealth offerings. You’ll visit clients at home or on-site, leverage comprehensive wealth tools, and help clients define outcomes in savings, investments, and protection across Allianz’s multi-specialist wealth management services.

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FursaFursa
Allianz
Allianz
4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Angoulême (16) (SOYAUX, 16, FR, 16800)

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Job Summary

Experienced wealth management advisor within Allianz Distribution network, responsible for developing high-end client portfolios, delivering specialized patrimonial advice, and building partnerships to expand Private Wealth offerings. You’ll visit clients at home or on-site, leverage comprehensive wealth tools, and help clients define outcomes in savings, investments, and protection across Allianz’s multi-specialist wealth management services.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of High End and Very High End clients to grow the client base and achieve targets.
  • •Develop and manage your network of partners and referrers to drive client acquisition.
  • •Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptés à leurs besoins et aux changements législatifs et fiscaux, à l’aide d’outils de bilans patrimoniaux (Big Expert).
  • •Interlocuteur unique d’un portefeuille privé, se déplaçant au domicile ou sur le lieu de travail des clients.
Travel: Low travel

Pay and Benefits

Perks:Health InsurancePensionLearning Budget

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •client-facing experience with on-site/home visits
  • •ability to develop and manage a high-end client portfolio
  • •contribution to expanding partner networks and referrals
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship buildingNegotiationClient management
Languages:French

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