4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Deauville (14) (IFS, 14, FR, 14123)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Experienced wealth management advisor with at least 3 years in wealth management, offering high-level patrimonial analysis and personalized advisory services to private clients. Will travel to client homes or workplaces, develop and manage high-end portfolios, and collaborate within Allianz’s multi-specialist distribution network to provide tailored solutions using dedicated patrimonial tools "Big Expert" and Allianz group resources.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop and manage a portfolio of High End and Very High End clients through proactive acquisition and service.
•Serve as the sole interlocutor for private clients, delivering personalized wealth management recommendations and guidance.
•Develop and manage your network of partners and referrers to expand client base.
•Provide customized wealth solutions addressing clients’ needs and evolving regulatory/tax changes with patrimonial balance tools (Big Expert).
•Support clients in defining and achieving long-term patrimonial objectives through proactive advisory and relationship management.

Pay and Benefits

Perks:Learning BudgetSocial Benefits

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis
•experience using dedicated wealth management tools (Big Expert)
•proximity advisory model with client visits at home or workplace
•portfolio development for High End / Very High End clients

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship-buildingNegotiationPresentationTeamwork

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 - Deauville (14) (IFS, 14, FR, 14123)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Develop and manage a portfolio of High End and Very High End clients through proactive acquisition and service.
•Serve as the sole interlocutor for private clients, delivering personalized wealth management recommendations and guidance.
•Develop and manage your network of partners and referrers to expand client base.
•Provide customized wealth solutions addressing clients’ needs and evolving regulatory/tax changes with patrimonial balance tools (Big Expert).
•Support clients in defining and achieving long-term patrimonial objectives through proactive advisory and relationship management.

Pay and Benefits

Perks:Learning BudgetSocial Benefits

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis
•experience using dedicated wealth management tools (Big Expert)
•proximity advisory model with client visits at home or workplace
•portfolio development for High End / Very High End clients

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship-buildingNegotiationPresentationTeamwork

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