4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Dourdan (91) (EVRY, 91, FR, 91000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for prospecting and servicing high-end and ultra-high-net-worth clients, delivering personalized financial planning and product solutions. You will work as the main point of contact, covering domicile or workplace visits, developing a premium client portfolio, and collaborating with Allianz’s multi-specialist network to meet evolving client needs using proprietary tools.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a portfolio of Haut de Gamme and Très Haut de Gamme clients through proactive prospecting and personalized patrimonial advice.
•Expand and manage a network of partners and prescriptors to grow the client base.
•Fiducialize and guide clients in defining patrimonial objectives and adapting strategies to regulatory and tax changes using patrimonial balance tools (Big Expert).
•Provide proximity advisory by visiting clients at home or on their workplace to ensure tailored financial solutions.
•Serve as the main interlocutor for private clients, delivering needs-based solutions and ongoing support.

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanTraining

Key Requirements

•At least 3 years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
•Experience delivering proximity advisory services by visiting clients at home or workplace
•Ability to develop a portfolio of high-end and very high-end clients and build a partner network
•Strong client-centric sales approach and ability to tailor patrimonial solutions to regulatory and tax changes
•Good interpersonal and communication skills to interact with clients and partners

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship buildingNegotiationClient management

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

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Dourdan (91) (EVRY, 91, FR, 91000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a portfolio of Haut de Gamme and Très Haut de Gamme clients through proactive prospecting and personalized patrimonial advice.
•Expand and manage a network of partners and prescriptors to grow the client base.
•Fiducialize and guide clients in defining patrimonial objectives and adapting strategies to regulatory and tax changes using patrimonial balance tools (Big Expert).
•Provide proximity advisory by visiting clients at home or on their workplace to ensure tailored financial solutions.
•Serve as the main interlocutor for private clients, delivering needs-based solutions and ongoing support.

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanTraining

Key Requirements

•At least 3 years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
•Experience delivering proximity advisory services by visiting clients at home or workplace
•Ability to develop a portfolio of high-end and very high-end clients and build a partner network
•Strong client-centric sales approach and ability to tailor patrimonial solutions to regulatory and tax changes
•Good interpersonal and communication skills to interact with clients and partners

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship buildingNegotiationClient management

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