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

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

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.

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Allianz
Allianz
3 months ago

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

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Last checked: 14 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
WebsiteLinkedIn