Allianz

2 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Corse - Ajaccio (2A) (AJACCIO, FR, 20000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Experienced wealth management advisor in Corsica, focusing on private client portfolios and protection solutions. You will develop and manage a high-net-worth client base, travel to clients’ homes or workplaces, provide tailored financial plans using dedicated tools, and collaborate with Allianz’s multi-specialist wealth and financial services teams to meet evolving regulatory and fiscal changes.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and manage a portfolio of High-End and Ultra-High-End clients, with a proactive, needs-based approach to wealth management.
•Build and manage your network of partners and referrers to expand client base.
•Liaise with clients to understand their objectives and provide tailored wealth solutions across asset classes.
•Deliver personalized advice and solutions covering savings, investments, retirement and protection using Allianz’s product suites.
•Serve as the primary point of contact for private clients, traveling to their homes or workplaces as needed.

Key Requirements

•At least 3 years of experience in wealth management with strong asset analysis and proficiency in dedicated tools (e.g., Big Expert)
•Strong client-facing skills with ability to develop and manage a high-end to ultra-high-end client portfolio
•Demonstrated ability to develop a network of partners and referrers and to deliver customized financial solutions
•Proven ability to advise on savings, investments, retirement and insurance within regulatory and fiscal frameworks
•Excellent communication and interpersonal skills, with a client-centric sales approach

Experience:3+ yearsWealth managementPrivate clients

Skills:CommunicationRelationship buildingClient managementSales

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Allianz

2 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Corse - Ajaccio (2A) (AJACCIO, FR, 20000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and manage a portfolio of High-End and Ultra-High-End clients, with a proactive, needs-based approach to wealth management.
•Build and manage your network of partners and referrers to expand client base.
•Liaise with clients to understand their objectives and provide tailored wealth solutions across asset classes.
•Deliver personalized advice and solutions covering savings, investments, retirement and protection using Allianz’s product suites.
•Serve as the primary point of contact for private clients, traveling to their homes or workplaces as needed.

Key Requirements

•At least 3 years of experience in wealth management with strong asset analysis and proficiency in dedicated tools (e.g., Big Expert)
•Strong client-facing skills with ability to develop and manage a high-end to ultra-high-end client portfolio
•Demonstrated ability to develop a network of partners and referrers and to deliver customized financial solutions
•Proven ability to advise on savings, investments, retirement and insurance within regulatory and fiscal frameworks
•Excellent communication and interpersonal skills, with a client-centric sales approach

Experience:3+ yearsWealth managementPrivate clients

Skills:CommunicationRelationship buildingClient managementSales

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn