Conseiller en Gestion de Patrimoine Expérimenté H/F - Metz (57) (METZ, 57, FR, 57070)

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

Experienced wealth management advisor based in Metz, joining Allianz Distribution to service affluent private clients. You will build and manage a high-end portfolio, travel to clients’ homes or workplaces, collaborate with multi-specialist teams, and provide tailored patrimonial solutions using Allianz tools, contributing to a proactive, needs-based advisory approach.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Metz (57) (METZ, 57, FR, 57070)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Experienced wealth management advisor based in Metz, joining Allianz Distribution to service affluent private clients. You will build and manage a high-end portfolio, travel to clients’ homes or workplaces, collaborate with multi-specialist teams, and provide tailored patrimonial solutions using Allianz tools, contributing to a proactive, needs-based advisory approach.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Very High Net Worth clients
  • •Develop and manage your network of partners and referrers
  • •Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux évolutions législatives et fiscales
  • •Être l’interlocuteur unique d’une clientèle privée et intervenir au domicile ou sur le lieu de travail des clients

Key Requirements

  • •At least 3 years of experience in wealth management
  • •Strong mastery of patrimonial analysis and dedicated tools
  • •Ability to develop and manage a High Net Worth portfolio
  • •Interlocuteur unique for private clientele, visiting clients at home or at work
  • •Proven sales approach with needs-based consultation and forward-looking guidance
Experience:3+ yearsWealth managementFinance
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